Helen Stephens Group, LLC DFAC Holdings History
Helen Stephens Group, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 752,894.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $26.98 Mil. This investment constitutes 6.69% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.08% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 10 purchases of DFAC, at an average price of $28.08, for a total of 1.61 Mil shares. In addition, there have been 4 sales at an average price of $34.19 for 855,224.00 shares. Based on historical transaction data and DFAC's current price of $36.53, Helen Stephens Group, LLC's estimated gain on his DFAC holdings is $11.58 Mil, reflecting a 25.64% gain to date.
Helen Stephens Group, LLC DFAC ($36.53) Holding Chart
Helen Stephens Group, LLC DFAC ($36.53) 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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