Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,740 shares of DFAS stock, worth $430,885. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,740

Previous 6,643 16.51%

Holding current value

$430,885

Previous $432,000 6.94%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$58.81 - $68.2 $64,514 - $74,815	1,097 Added 16.51%	7,740 $462,000
Q4 2024 Jan 27, 2025	BUY	$63.58 - $71.15 $24,351 - $27,250	383 Added 6.12%	6,643 $432,000
Q3 2024 Nov 12, 2024	BUY	$59.25 - $65.33 $24,825 - $27,373	419 Added 7.17%	6,260 $406,000
Q4 2023 Feb 06, 2024	SELL	$48.83 - $60.51 $103,861 - $128,704	-2,127 Reduced 26.69%	5,841 $348,000
Q1 2022 May 16, 2022	SELL	$53.45 - $60.82 $7,108 - $8,089	-133 Reduced 1.64%	7,968 $446,000
Q2 2021 Aug 17, 2021	BUY	$56.37 - $58.95 $456,653 - $477,553	8,101 New	8,101 $473,000

Others Institutions Holding DFAS

# of Institutions

787

Shares Held

119M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

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Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History