A detailed history of Coldstream Capital Management Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coldstream Capital Management Inc holds 10,112 shares of DFIV stock, worth $471,522. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,112
Previous 5,956 69.78%
Holding current value
$471,522
Previous $234,000 85.04%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

BUY
$34.67 - $43.21 $144,088 - $179,580
4,156 Added 69.78%
10,112 $433,000
Q4 2024

Feb 14, 2025

BUY
$34.86 - $37.97 $207,626 - $226,149
5,956 New
5,956 $211,000
Q2 2024

Aug 07, 2024

BUY
$35.5 - $38.02 $247,683 - $265,265
6,977 New
6,977 $250,000

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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