Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 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 62,879 shares of DFIV stock, worth $2.91 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
62,879
Previous 64,278 2.18%
Holding current value
$2.91 Million
Previous $2.53 Million 6.48%
% of portfolio
0.09%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$34.67 - $43.21 $48,503 - $60,450
-1,399 Reduced 2.18%
62,879 $2.69 Million
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
772
Shares Held
268M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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