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 $8.08 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
122,631
Previous 130,831 6.27%
Holding current value
$8.08 Million
Previous $8.14 Million 3.87%
% of portfolio
0.28%
Previous 0.3%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
674
Shares Held
138M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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