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

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 187,488 shares of DFAT stock, worth $10.8 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

187,488

Previous 186,873 0.33%

Holding current value

$10.8 Million

Previous $9.69 Million 7.59%

% of portfolio

0.39%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$51.0 - $57.07 $31,365 - $35,098	615 Added 0.33%	187,488 $10.4 Million
Q2 2024 Aug 13, 2024	SELL	$50.18 - $54.47 $22,731 - $24,674	-453 Reduced 0.24%	186,873 $9.69 Million
Q1 2024 May 15, 2024	SELL	$49.45 - $54.43 $540,191 - $594,593	-10,924 Reduced 5.51%	187,326 $10.2 Million
Q4 2023 Feb 06, 2024	BUY	$42.71 - $53.09 $238,578 - $296,560	5,586 Added 2.9%	198,250 $10.4 Million
Q3 2023 Nov 13, 2023	BUY	$45.07 - $49.71 $4.19 Million - $4.62 Million	92,906 Added 93.13%	192,664 $8.8 Million
Q1 2023 May 11, 2023	SELL	$42.38 - $49.75 $5,297 - $6,218	-125 Reduced 0.13%	99,758 $4.44 Million
Q2 2022 Aug 12, 2022	SELL	$39.72 - $47.15 $4,965 - $5,893	-125 Reduced 0.12%	99,883 $4.02 Million
Q2 2021 Aug 17, 2021	BUY	$43.52 - $46.03 $4.35 Million - $4.6 Million	100,008 New	100,008 $4.48 Million

Others Institutions Holding DFAT

# of Institutions

668

Shares Held

156M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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