Helium Advisors LLC Dimensional ETF Tr Transaction History

Helium Advisors LLC

$126 Billion
Q4 2024

A detailed history of Helium Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Helium Advisors LLC holds 11,919 shares of DFAE stock, worth $317,760. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,919

Holding current value

$317,760

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$25.36 - $28.15 $302,265 - $335,519	11,919 New	11,919 $302 Million

Others Institutions Holding DFAE

# of Institutions

536

Shares Held

168M

Call Options Held

Put Options Held

Essential Planning, Llc. Portsmouth, NH

15.5M
Shares

$414 Million
2.64% of portfolio
Retirement Systems Of Alabama

12.7M
Shares

$338 Million
1.22% of portfolio
Mather Group, Llc. Chicago, IL

8.94M
Shares

$238 Million
2.96% of portfolio
Ubs Group Ag

5.28M
Shares

$141 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

4.58M
Shares

$122 Million
0.01% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

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

News

Stay updated on Helium Advisors LLC with notifications on news.

Account