Robertson Stephens Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 59,560 shares of DFIV stock, worth $2.85 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
59,560
Previous 62,879 5.28%
Holding current value
$2.85 Million
Previous $2.69 Million 1.97%
% of portfolio
0.09%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$42.66 - $46.53 $141,588 - $154,433
-3,319 Reduced 5.28%
59,560 $2.75 Million
Q2 2025

Jul 24, 2025
SELL
$34.67 - $43.21 $48,503 - $60,450
-1,399 Reduced 2.18%
62,879 $2.69 Million
Q1 2025

Apr 17, 2025
BUY
$35.33 - $40.77 $600 - $693
17 Added 0.03%
64,278 $2.53 Million
Q4 2024

Jan 27, 2025
BUY
$34.86 - $37.97 $1,812 - $1,974
52 Added 0.08%
64,261 $2.28 Million
Q3 2024

Nov 12, 2024
SELL
$34.66 - $38.38 $65,923 - $72,998
-1,902 Reduced 2.88%
64,209 $2.45 Million
Q2 2024

Aug 13, 2024
SELL
$35.5 - $38.02 $111,079 - $118,964
-3,129 Reduced 4.52%
66,111 $2.38 Million
Q1 2024

May 15, 2024
SELL
$33.15 - $36.75 $873,568 - $968,436
-26,352 Reduced 27.57%
69,240 $2.54 Million
Q4 2023

Feb 06, 2024
BUY
$30.86 - $34.46 $82,982 - $92,662
2,689 Added 2.89%
95,592 $3.28 Million
Q3 2023

Nov 13, 2023
BUY
$32.1 - $34.42 $2.98 Million - $3.2 Million
92,903 New
92,903 $3.03 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email