Helen Stephens Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Helen Stephens Group, LLC

$337 Million
Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Helen Stephens Group, LLC holds 40,496 shares of DFNM stock, worth $1.94 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

40,496

Previous 39,162 3.41%

Holding current value

$1.94 Million

Previous $1.9 Million 1.79%

% of portfolio

0.57%

Previous 0.58%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$47.65 - $48.6 $63,565 - $64,832	1,334 Added 3.41%	40,496 $1.93 Million
Q3 2024 Oct 08, 2024	SELL	$47.7 - $48.54 $314,056 - $319,587	-6,584 Reduced 14.39%	39,162 $1.9 Million
Q2 2024 Jul 10, 2024	BUY	$47.4 - $48.0 $158,173 - $160,176	3,337 Added 7.87%	45,746 $2.19 Million
Q1 2024 Apr 17, 2024	SELL	$48.08 - $48.49 $311,366 - $314,021	-6,476 Reduced 13.25%	42,409 $2.04 Million
Q4 2023 Jan 16, 2024	BUY	$46.17 - $48.51 $566,275 - $594,975	12,265 Added 33.49%	48,885 $2.37 Million
Q3 2023 Oct 30, 2023	SELL	$46.44 - $47.81 $20,572 - $21,179	-443 Reduced 1.2%	36,620 $1.7 Million
Q2 2023 Aug 04, 2023	SELL	$47.15 - $48.62 $606,679 - $625,593	-12,867 Reduced 25.77%	37,063 $1.77 Million
Q1 2023 Apr 18, 2023	BUY	$47.4 - $48.69 $138,976 - $142,759	2,932 Added 6.24%	49,930 $2.41 Million
Q4 2022 Feb 14, 2023	BUY	$46.51 - $48.03 $2.19 Million - $2.26 Million	46,998 New	46,998 $2.25 Million

Others Institutions Holding DFNM

# of Institutions

215

Shares Held

23.6M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
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Helen Stephens Group, LLC Dimensional ETF Tr Natl Mun Bd Transaction History