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Dimensional Etf Trust shares owned by Helen Stephens Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFGX) shares owned by Helen Stephens Group from 13F filings

Historical chart of Helen Stephens Group investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Helen Stephens Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Helen Stephens Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $222k 4.1k 53.96
2025-06-30 $219k 4.1k 53.36
2025-03-31 $215k 4.1k 52.25

More positions owned by Helen Stephens Group

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p Us Gwt (IUSG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Helen Stephens Group

Top funds holding Dimensional Etf Trust

Apella Capital
Planning Center
Hill Investment Group Partners
PrairieView Partners
Savant Capital Management
Alpha Financial Advisors
United Wealth Management
Market Street Wealth Management Advisors
Private Wealth Management Group
HighTower Advisors
Verisail Partners
Mattern Wealth Management
Equita Financial Network
Envestnet Asset Management
Assetmark

View all funds holding Dimensional Etf Trust