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

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

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 6,643 shares of DFAS stock, worth $406,485. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,643
Previous 6,260 6.12%
Holding current value
$406,485
Previous $406,000 6.4%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
783
Shares Held
119M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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