Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

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 64,261 shares of DFIV stock, worth $2.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

64,261

Previous 64,209 0.08%

Holding current value

$2.42 Million

Previous $2.45 Million 6.79%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

587

Shares Held

203M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Transaction History