Robertson Stephens Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 64,279 shares of DFUV stock, worth $2.76 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

64,279

Previous 64,640 0.56%

Holding current value

$2.76 Million

Previous $2.54 Million 5.56%

% of portfolio

0.1%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$38.51 - $41.69 $13,902 - $15,050	-361 Reduced 0.56%	64,279 $2.68 Million
Q2 2024 Aug 13, 2024	SELL	$38.53 - $40.76 $14,256 - $15,081	-370 Reduced 0.57%	64,640 $2.54 Million
Q1 2024 May 15, 2024	SELL	$36.22 - $40.9 $497,445 - $561,720	-13,734 Reduced 17.44%	65,010 $2.66 Million
Q4 2023 Feb 06, 2024	BUY	$31.85 - $37.39 $239,448 - $281,098	7,518 Added 10.56%	78,744 $2.93 Million
Q3 2023 Nov 13, 2023	BUY	$33.83 - $36.19 $1.74 Million - $1.86 Million	51,505 Added 261.17%	71,226 $2.42 Million
Q2 2022 Aug 12, 2022	BUY	$30.92 - $35.31 $609,773 - $696,348	19,721 New	19,721 $623,000

Others Institutions Holding DFUV

# of Institutions

653

Shares Held

268M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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 Us Marketwi Transaction History