Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 769,895 shares of DFAC stock, worth $23.8 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
769,895
Previous 770,575
0.09%
Holding current value
$23.8 Million
Previous $26.7 Million
4.74%
% of portfolio
0.89%
Previous 0.97%
Shares
11 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.44 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$562 Million0.26% of portfolio