Coldstream Capital Management Inc Dimensional ETF Tr U S Small C Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 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 6,677 shares of DFAS stock, worth $408,565. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,677
Previous 3,954
68.87%
Holding current value
$408,565
Previous $256,000
69.53%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAS
# of Institutions
783Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$810 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$460 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$167 Million1.82% of portfolio