Helen Stephens Group, LLC DFAT Holdings History
Helen Stephens Group, LLC's Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 491,885.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $26.54 Mil. This investment constitutes 6.59% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.25% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 8 purchases of DFAT, at an average price of $54.90, for a total of 511,575.00 shares. In addition, there have been 3 sales at an average price of $44.36 for 19,690.00 shares. Based on historical transaction data and DFAT's current price of $55.35, Helen Stephens Group, LLC's estimated gain on his DFAT holdings is $12,322.48, reflecting a 0.04% gain to date.
Helen Stephens Group, LLC DFAT ($55.35) Holding Chart
Helen Stephens Group, LLC DFAT ($55.35) 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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