Coldstream Capital Management Inc Dimensional ETF Tr Transaction History

Coldstream Capital Management Inc

  • $7.18 Billion
  • Q3 2025

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 5,024 shares of DFIV stock, worth $240,699. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,024
Previous 10,112 50.32%
Holding current value
$240,699
Previous $433,000 46.65%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
SELL
$42.66 - $46.53 $217,054 - $236,744
-5,088 Reduced 50.32%
5,024 $231,000
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

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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