Robertson Stephens Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 64,278 shares of DFIV stock, worth $2.53 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

64,278

Previous 64,261 0.03%

Holding current value

$2.53 Million

Previous $2.28 Million 10.97%

% of portfolio

0.09%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$35.33 - $40.77 $600 - $693	17 Added 0.03%	64,278 $2.53 Million
Q4 2024 Jan 27, 2025	BUY	$34.86 - $37.97 $1,812 - $1,974	52 Added 0.08%	64,261 $2.28 Million
Q3 2024 Nov 12, 2024	SELL	$34.66 - $38.38 $65,923 - $72,998	-1,902 Reduced 2.88%	64,209 $2.45 Million
Q2 2024 Aug 13, 2024	SELL	$35.5 - $38.02 $111,079 - $118,964	-3,129 Reduced 4.52%	66,111 $2.38 Million
Q1 2024 May 15, 2024	SELL	$33.15 - $36.75 $873,568 - $968,436	-26,352 Reduced 27.57%	69,240 $2.54 Million
Q4 2023 Feb 06, 2024	BUY	$30.86 - $34.46 $82,982 - $92,662	2,689 Added 2.89%	95,592 $3.28 Million
Q3 2023 Nov 13, 2023	BUY	$32.1 - $34.42 $2.98 Million - $3.2 Million	92,903 New	92,903 $3.03 Million

Others Institutions Holding DFIV

# of Institutions

645

Shares Held

214M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Transaction History