Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
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 66,111 shares of DFIV stock, worth $2.48 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
66,111
Previous 69,240
4.52%
Holding current value
$2.48 Million
Previous $2.54 Million
6.6%
% of portfolio
0.12%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
527Shares Held
184MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$626 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$549 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$418 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$272 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$251 Million0.04% of portfolio