Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 391,288 shares of DFAX stock, worth $10.1 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
391,288
Previous 395,340 1.02%
Holding current value
$10.1 Million
Previous $9.83 Million 4.3%
% of portfolio
0.36%
Previous 0.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$24.45 - $27.2 $99,071 - $110,214
-4,052 Reduced 1.02%
391,288 $10.3 Million
Q4 2024

Jan 27, 2025
SELL
$24.76 - $27.04 $73,116 - $79,849
-2,953 Reduced 0.74%
395,340 $9.83 Million
Q3 2024

Nov 12, 2024
SELL
$24.29 - $27.25 $98,204 - $110,171
-4,043 Reduced 1.0%
398,293 $10.8 Million
Q2 2024

Aug 13, 2024
SELL
$24.57 - $26.36 $1.41 Million - $1.51 Million
-57,410 Reduced 12.49%
402,336 $10.2 Million
Q1 2024

May 15, 2024
SELL
$23.42 - $25.45 $362,518 - $393,940
-15,479 Reduced 3.26%
459,746 $11.7 Million
Q4 2023

Feb 06, 2024
BUY
$21.44 - $24.42 $70,580 - $80,390
3,292 Added 0.7%
475,225 $11.6 Million
Q3 2023

Nov 13, 2023
BUY
$22.41 - $24.35 $10.6 Million - $11.5 Million
471,933 New
471,933 $10.6 Million
Q2 2022

Aug 12, 2022
SELL
$21.22 - $25.37 $361,079 - $431,695
-17,016 Reduced 60.36%
11,173 $239,000
Q3 2021

Nov 10, 2021
BUY
$25.83 - $27.21 $728,121 - $767,022
28,189 New
28,189 $729,000

Others Institutions Holding DFAX

# of Institutions
580
Shares Held
245M
Call Options Held
2K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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