ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – Dimensional US Marketwide Value ETF Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$583,000
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.30%
quarter
Dimensional US Marketwide Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -40K | $29.61 | 19.72K | |
| Q2 2022 | share | Increase | 0.00% | 19.72K shares | 623K | $31.6 | 19.72K |