Coldstream Capital Management Inc Dimensional ETF Tr U S Small C Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q1 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 12,031 shares of DFAS stock, worth $746,884. This represents 0.02% of its overall portfolio holdings.
Number of Shares
12,031
Previous 6,677
80.19%
Holding current value
$746,884
Previous $434,000
65.44%
% of portfolio
0.02%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
820Shares Held
126MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS16.8MShares$1.04 Billion0.95% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$495 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.85MShares$363 Million22.41% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$334 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$169 Million1.82% of portfolio