Helen Stephens Group, LLC Dimensional ETF Tr Emerging Mk Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Helen Stephens Group, LLC holds 54,793 shares of DFEM stock, worth $1.4 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

54,793

Previous 58,614 6.52%

Holding current value

$1.4 Million

Previous $1.65 Million 12.98%

% of portfolio

0.43%

Previous 0.5%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$26.16 - $28.82 $99,957 - $110,121	-3,821 Reduced 6.52%	54,793 $1.44 Million
Q3 2024 Oct 08, 2024	BUY	$25.21 - $28.46 $103,234 - $116,543	4,095 Added 7.51%	58,614 $1.65 Million
Q2 2024 Jul 10, 2024	SELL	$24.84 - $27.2 $1,391 - $1,523	-56 Reduced 0.1%	54,519 $1.46 Million
Q1 2024 Apr 17, 2024	SELL	$23.62 - $25.64 $34,910 - $37,895	-1,478 Reduced 2.64%	54,575 $1.39 Million
Q4 2023 Jan 16, 2024	BUY	$22.36 - $24.96 $58,046 - $64,796	2,596 Added 4.86%	56,053 $1.4 Million
Q3 2023 Oct 30, 2023	BUY	$23.16 - $25.43 $37,079 - $40,713	1,601 Added 3.09%	53,457 $1.25 Million
Q2 2023 Aug 04, 2023	SELL	$23.0 - $24.82 $9,177 - $9,903	-399 Reduced 0.76%	51,856 $1.25 Million
Q1 2023 Apr 18, 2023	BUY	$22.42 - $24.83 $30,917 - $34,240	1,379 Added 2.71%	52,255 $1.23 Million
Q4 2022 Feb 14, 2023	BUY	$20.21 - $23.44 $38,136 - $44,231	1,887 Added 3.85%	50,876 $1.14 Million
Q3 2022 Oct 11, 2022	BUY	$20.44 - $24.05 $1 Million - $1.18 Million	48,989 New	48,989 $1 Million

Others Institutions Holding DFEM

# of Institutions

420

Shares Held

1.17B

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Helen Stephens Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Helen Stephens Group, LLC with notifications on news.

Account

Helen Stephens Group, LLC Dimensional ETF Tr Emerging Mk Transaction History