Coldstream Capital Management Inc Dimensional ETF Tr Dimensional Transaction History
Coldstream Capital Management Inc
- $7.18 Billion
- Q3 2025
A detailed history of Coldstream Capital Management Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Coldstream Capital Management Inc holds 2,259,928 shares of DFSV stock, worth $71 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
2,259,928
Previous 1,327,469
70.24%
Holding current value
$71 Million
Previous $39.1 Million
84.19%
% of portfolio
1.0%
Previous 0.65%
Shares
3 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio