Coldstream Capital Management Inc Dimensional ETF Tr U S Small C Transaction History
Coldstream Capital Management Inc
- $4.07 Billion
- Q2 2024
A detailed history of Coldstream Capital Management Inc transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Coldstream Capital Management Inc holds 3,954 shares of DFAS stock, worth $255,902. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,954
Previous 3,954
-0.0%
Holding current value
$255,902
Previous $246,000
3.66%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio