Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,373 shares of DFAS stock, worth $495,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,373

Previous 8,093 8.9%

Holding current value

$495,096

Previous $515,000 2.14%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$63.41 - $69.69 $45,655 - $50,176	-720 Reduced 8.9%	7,373 $504,000
Q2 2025 Jul 24, 2025	BUY	$52.31 - $63.72 $18,465 - $22,493	353 Added 4.56%	8,093 $515,000
Q1 2025 Apr 17, 2025	BUY	$58.81 - $68.2 $64,514 - $74,815	1,097 Added 16.51%	7,740 $462,000
Q4 2024 Jan 27, 2025	BUY	$63.58 - $71.15 $24,351 - $27,250	383 Added 6.12%	6,643 $432,000
Q3 2024 Nov 12, 2024	BUY	$59.25 - $65.33 $24,825 - $27,373	419 Added 7.17%	6,260 $406,000

Q4 2023 Feb 06, 2024	SELL	$48.83 - $60.51 $103,861 - $128,704	-2,127 Reduced 26.69%	5,841 $348,000
Q1 2022 May 16, 2022	SELL	$53.45 - $60.82 $7,108 - $8,089	-133 Reduced 1.64%	7,968 $446,000
Q2 2021 Aug 17, 2021	BUY	$56.37 - $58.95 $456,653 - $477,553	8,101 New	8,101 $473,000

Others Institutions Holding DFAS

# of Institutions

869

Shares Held

137M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
Industry ETFs

More about DFAS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Account

Robertson Stephens Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History