Helen Stephens Group, LLC Dimensional ETF Tr U S Equity Transaction History

Helen Stephens Group, LLC

  • $337 Million
  • Q4 2024

A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Helen Stephens Group, LLC holds 531,842 shares of DFUS stock, worth $35 Million. This represents 10.08% of its overall portfolio holdings.

Number of Shares
531,842
Previous 15,308 3374.27%
Holding current value
$35 Million
Previous $952,000 3463.66%
% of portfolio
10.08%
Previous 0.29%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$61.52 - $66.5 $31.8 Million - $34.3 Million
516,534 Added 3374.27%
531,842 $33.9 Million
Q3 2024

Oct 08, 2024
SELL
$56.04 - $62.2 $29,533 - $32,779
-527 Reduced 3.33%
15,308 $952,000
Q2 2024

Jul 10, 2024
SELL
$53.83 - $59.14 $13,403 - $14,725
-249 Reduced 1.55%
15,835 $931,000
Q1 2024

Apr 17, 2024
SELL
$50.79 - $56.98 $21,992 - $24,672
-433 Reduced 2.62%
16,084 $916,000
Q4 2023

Jan 16, 2024
SELL
$44.51 - $52.0 $54,480 - $63,648
-1,224 Reduced 6.9%
16,517 $856,000
Q3 2023

Oct 30, 2023
SELL
$46.29 - $49.87 $4,675 - $5,036
-101 Reduced 0.57%
17,741 $825,000
Q2 2023

Aug 04, 2023
SELL
$43.77 - $48.16 $1.86 Million - $2.05 Million
-42,557 Reduced 70.46%
17,842 $859,000
Q1 2023

Apr 18, 2023
BUY
$41.24 - $45.43 $71,262 - $78,503
1,728 Added 2.95%
60,399 $2.68 Million
Q4 2022

Feb 14, 2023
BUY
$38.86 - $44.32 $867,666 - $989,576
22,328 Added 61.44%
58,671 $2.44 Million
Q3 2022

Oct 11, 2022
BUY
$38.82 - $46.57 $5,201 - $6,240
134 Added 0.37%
36,343 $1.41 Million
Q2 2022

Jul 26, 2022
BUY
$39.62 - $49.51 $319,139 - $398,803
8,055 Added 28.61%
36,209 $1.48 Million
Q1 2022

Apr 27, 2022
BUY
$45.16 - $52.01 $27,502 - $31,674
609 Added 2.21%
28,154 $1.38 Million
Q4 2021

Jan 26, 2022
BUY
$47.05 - $51.98 $1.3 Million - $1.43 Million
27,545 New
27,545 $1.42 Million

Others Institutions Holding DFUS

# of Institutions
707
Shares Held
160M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

DFUS Quotes by TradingView
  • Ticker DFUS
  • Sector ETFs
  • Industry ETFs
More about DFUS
Track This Portfolio

Track Helen Stephens Group, LLC Portfolio

Follow Helen Stephens Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email