Helen Stephens Group, LLC DFAU Holdings History
Helen Stephens Group, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 150,064.00 shares of Dimensional US Core Equity Market ETF(DFAU), totaling $6.36 Mil. This investment constitutes 1.58% of their stock portfolio, and Helen Stephens Group, LLC now holds 0.08% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2022Q3. And since then Helen Stephens Group, LLC has made 8 purchases of DFAU, at an average price of $31.49, for a total of 201,647.00 shares. In addition, there have been 4 sales at an average price of $31.62 for 51,583.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Helen Stephens Group, LLC's estimated gain on his DFAU holdings is $1.75 Mil, reflecting a 27.57% gain to date.
Helen Stephens Group, LLC DFAU ($43.11) Holding Chart
Helen Stephens Group, LLC DFAU ($43.11) 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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