Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Robertson Stephens Wealth Management, LLC
- $2.75 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
399Shares Held
2.27BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.7 Billion3.13% of portfolio
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Envestnet Asset Management Inc27MShares$730 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO25.7MShares$696 Million1.59% of portfolio
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Forum Financial Management, LP Lombard, IL15.8MShares$426 Million8.47% of portfolio
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Evensky & Katz LLC5.9MShares$159 Million10.81% of portfolio