Coldstream Capital Management Inc Dimensional ETF Tr U S Small C Transaction History
Coldstream Capital Management Inc
- $5.98 Billion
- Q2 2025
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 14,049 shares of DFAS stock, worth $970,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
14,049
Previous 12,031
16.77%
Holding current value
$970,785
Previous $718,000
24.65%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
844Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.4 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$542 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$430 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$403 Million21.68% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$193 Million3.23% of portfolio