Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 184,499 shares of DFAT stock, worth $8.74 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
184,499
Previous 185,780 0.69%
Holding current value
$8.74 Million
Previous $10.3 Million 8.13%
% of portfolio
0.33%
Previous 0.38%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$50.44 - $58.1 $64,613 - $74,426
-1,281 Reduced 0.69%
184,499 $9.5 Million
Q4 2024

Jan 27, 2025
SELL
$54.54 - $61.04 $93,154 - $104,256
-1,708 Reduced 0.91%
185,780 $10.3 Million
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
753
Shares Held
168M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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