Coldstream Capital Management Inc Dimensional ETF Tr U S Small C Transaction History
Coldstream Capital Management Inc
- $7.18 Billion
- Q3 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 12,092 shares of DFAS stock, worth $811,977. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,092
Previous 14,049
13.93%
Holding current value
$811,977
Previous $895,000
7.6%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio