Colorado Capital Management, Inc. DIMENSIONAL ETF TRUST Transaction History

Colorado Capital Management, Inc.

  • $215 Million
  • Q1 2025
Number of Shares
129,150
Previous 94,043 37.33%
Holding current value
$3.39 Million
Previous $2.4 Million 41.17%
% of portfolio
1.58%
Previous 1.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
N/A
35,107 Added 37.33%
129,150 $3.39 Million
Q4 2024

Jan 16, 2025
BUY
N/A
29,369 Added 45.41%
94,043 $2.4 Million
Q3 2024

Oct 09, 2024
BUY
N/A
30,436 Added 88.9%
64,674 $1.87 Million
Q2 2024

Jul 25, 2024
BUY
N/A
34,238 New
34,238 $856,000
Track This Portfolio

Track Colorado Capital Management, Inc. Portfolio

Follow Colorado Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colorado Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Colorado Capital Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email