Coldstream Capital Management Inc Dimensional ETF Tr Transaction History
Coldstream Capital Management Inc
- $7.18 Billion
- Q3 2025
A detailed history of Coldstream Capital Management Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coldstream Capital Management Inc holds 11,081,931 shares of DFAI stock, worth $411 Million. This represents 5.61% of its overall portfolio holdings.
Number of Shares
11,081,931
Previous 5,786,637
91.51%
Holding current value
$411 Million
Previous $200 Million
101.37%
% of portfolio
5.61%
Previous 3.34%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio
-
Sym Financial Corp6.7MShares$248 Million26.25% of portfolio