Helen Stephens Group, LLC DFUS Holdings History
Helen Stephens Group, LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 695,585.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $46.62 Mil. This investment constitutes 11.57% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.3% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 8 purchases of DFUS, at an average price of $62.36, for a total of 740,676.00 shares. In addition, there have been 6 sales at an average price of $45.75 for 45,091.00 shares. Based on historical transaction data and DFUS's current price of $68.13, Helen Stephens Group, LLC's estimated gain on his DFUS holdings is $3.27 Mil, reflecting a 7.07% gain to date.
Helen Stephens Group, LLC DFUS ($68.13) Holding Chart
Helen Stephens Group, LLC DFUS ($68.13) 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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