Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HELEN STEPHENS GROUP LLC 07-10-2024 06-30-2024 83 289,221,800
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DIMENSIONAL ETF TRUST US CORE EQUITY 2 1 $45,565,786 1,413,331 0.02 0.01 316,684 28.88 06-30-2024
ISHARES TR MSCI USA QLT FCT 2 $31,170,472 182,540 0.01 0.01 21,174 13.12 06-30-2024
DIMENSIONAL ETF TRUST INTL CORE EQUITY 3 $22,188,304 843,983 0.01 0.01 362,719 75.37 06-30-2024
ISHARES TR CORE S&P US GWT 4 $18,859,160 147,938 0.01 0.01 18,771 14.53 06-30-2024
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