Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Robertson Stephens Wealth Management, LLC

  • $1.98 Billion
  • Q1 2024

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 65,010 shares of DFUV stock, worth $2.55 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
65,010
Previous 78,744 17.44%
Holding current value
$2.55 Million
Previous $2.93 Million 9.28%
% of portfolio
0.13%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
592
Shares Held
242M
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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