Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,532 shares of DUHP stock, worth $243,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,532
Previous 53,099 85.82%
Holding current value
$243,584
Previous $1.52 Million 84.33%
% of portfolio
0.01%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$28.16 - $31.61 $1.28 Million - $1.44 Million
-45,567 Reduced 85.82%
7,532 $238,000
Q4 2023

Feb 06, 2024
BUY
$24.79 - $28.64 $19,584 - $22,625
790 Added 1.51%
53,099 $1.52 Million
Q3 2023

Nov 13, 2023
BUY
$25.64 - $27.32 $1.34 Million - $1.43 Million
52,309 New
52,309 $1.34 Million

Others Institutions Holding DUHP

# of Institutions
278
Shares Held
166M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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