Number of Shares
1.31 Mil
Current Holdings Value*
$40.63 Mil
% of Portfolio
10.08%
Total Estimate Gain
$7.19 Mil
% of Total Estimate Gain
20.66%

Helen Stephens Group, LLC's Dimensional International Core Equity 2 ETF Holding Summary

As of 2025-06-30, Helen Stephens Group, LLC held 1.31 Mil shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $40.63 Mil. This investment constitutes 10.08% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.42% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.

The initial trade took place in 2022Q2. And since then Helen Stephens Group, LLC has made 12 purchases of DFIC, at an average price of $25.17, for a total of 1.38 Mil shares. In addition, there have been 1 sales at an average price of $21.46 for 75,804.00 shares. Based on historical transaction data and DFIC's current price of $30.89, Helen Stephens Group, LLC's estimated gain on his DFIC holdings is $7.19 Mil, reflecting a 20.66% gain to date.

Helen Stephens Group, LLC DFIC ($30.89) Holding Chart

Helen Stephens Group, LLC DFIC ($30.89) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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