Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 124,428 shares of DFUS stock, worth $7.41 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
124,428
Previous 122,631
1.47%
Holding current value
$7.41 Million
Previous $7.82 Million
3.8%
% of portfolio
0.26%
Previous 0.28%
Shares
9 transactions
Others Institutions Holding DFUS
# of Institutions
742Shares Held
164MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.57 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$474 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$346 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$285 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$241 Million0.09% of portfolio