Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
Shares
3 transactions
Others Institutions Holding DIHP
# of Institutions
265Shares Held
143MCall Options Held
0Put Options Held
100-
Mercer Global Advisors Inc Denver, CO24.4MShares$713 Million1.53% of portfolio
-
Envestnet Asset Management Inc22.6MShares$662 Million0.2% of portfolio
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Savant Capital, LLC21MShares$614 Million4.28% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$189 Million11.85% of portfolio
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Forum Financial Management, LP Lombard, IL6.01MShares$176 Million3.07% of portfolio