Coldstream Capital Management Inc Dimensional ETF Tr Dimensional Transaction History
Coldstream Capital Management Inc
- $5.98 Billion
- Q2 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 1,327,469 shares of DFSV stock, worth $43 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
1,327,469
Previous 217
611636.87%
Holding current value
$43 Million
Previous $6,000
651016.67%
% of portfolio
0.65%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
476Shares Held
128MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$381 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.46MShares$209 Million2.05% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.82MShares$188 Million0.22% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$176 Million5.05% of portfolio
-
Ritholtz Wealth Management3.21MShares$104 Million2.12% of portfolio