Helen Stephens Group, LLC Dimensional ETF Tr Dimensional Transaction History
Helen Stephens Group, LLC
- $463 Million
- Q4 2025
A detailed history of Helen Stephens Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Helen Stephens Group, LLC holds 115,546 shares of DUHP stock, worth $4.35 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
115,546
Previous 116,552
0.86%
Holding current value
$4.35 Million
Previous $4.4 Million
1.16%
% of portfolio
0.94%
Previous 0.99%
Shares
14 transactions
Others Institutions Holding DUHP
# of Institutions
499Shares Held
227MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL8.02MShares$302 Million4.53% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio