Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 122,631 shares of DFUS stock, worth $7.38 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

122,631

Previous 130,831 6.27%

Holding current value

$7.38 Million

Previous $8.14 Million 3.87%

% of portfolio

0.28%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$61.52 - $66.5 $504,464 - $545,300	-8,200 Reduced 6.27%	122,631 $7.82 Million
Q3 2024 Nov 12, 2024	SELL	$56.04 - $62.2 $37,322 - $41,425	-666 Reduced 0.51%	130,831 $8.14 Million
Q2 2024 Aug 13, 2024	BUY	$53.83 - $59.14 $2.61 Million - $2.87 Million	48,575 Added 58.58%	131,497 $7.74 Million
Q4 2023 Feb 06, 2024	BUY	$44.51 - $52.0 $447,948 - $523,328	10,064 Added 13.81%	82,922 $4.3 Million
Q3 2023 Nov 13, 2023	BUY	$46.29 - $49.87 $389,622 - $419,755	8,417 Added 13.06%	72,858 $3.39 Million
Q4 2021 Feb 14, 2022	SELL	$47.05 - $51.98 $44,885 - $49,588	-954 Reduced 1.46%	64,441 $3.33 Million
Q3 2021 Nov 10, 2021	SELL	$46.48 - $49.7 $5,112 - $5,467	-110 Reduced 0.17%	65,395 $3.08 Million
Q2 2021 Aug 17, 2021	BUY	$45.75 - $47.12 $3 Million - $3.09 Million	65,505 New	65,505 $3.09 Million

Others Institutions Holding DFUS

# of Institutions

734

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History