Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 64,652 shares of DFUV stock, worth $2.89 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
64,652
Previous 64,289 0.56%
Holding current value
$2.89 Million
Previous $2.65 Million 3.17%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 24, 2025
BUY
$36.25 - $42.28 $13,158 - $15,347
363 Added 0.56%
64,652 $2.73 Million
Q1 2025

Apr 17, 2025
BUY
$39.96 - $43.3 $159 - $173
4 Added 0.01%
64,289 $2.65 Million
Q4 2024

Jan 27, 2025
BUY
$40.38 - $44.35 $242 - $266
6 Added 0.01%
64,285 $2.63 Million
Q3 2024

Nov 12, 2024
SELL
$38.51 - $41.69 $13,902 - $15,050
-361 Reduced 0.56%
64,279 $2.68 Million
Q2 2024

Aug 13, 2024
SELL
$38.53 - $40.76 $14,256 - $15,081
-370 Reduced 0.57%
64,640 $2.54 Million
Q1 2024

May 15, 2024
SELL
$36.22 - $40.9 $497,445 - $561,720
-13,734 Reduced 17.44%
65,010 $2.66 Million
Q4 2023

Feb 06, 2024
BUY
$31.85 - $37.39 $239,448 - $281,098
7,518 Added 10.56%
78,744 $2.93 Million
Q3 2023

Nov 13, 2023
BUY
$33.83 - $36.19 $1.74 Million - $1.86 Million
51,505 Added 261.17%
71,226 $2.42 Million
Q2 2022

Aug 12, 2022
BUY
$30.92 - $35.31 $609,773 - $696,348
19,721 New
19,721 $623,000

Others Institutions Holding DFUV

# of Institutions
757
Shares Held
277M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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