Coldstream Capital Management Inc Dimensional ETF Tr Call Options Transaction History

Coldstream Capital Management Inc

$4.58 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

605

Shares Held

205M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

20.5M
Shares

$778 Million
0.24% of portfolio
Mercer Global Advisors Inc Denver, CO

19.4M
Shares

$738 Million
1.62% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$425 Million
4.47% of portfolio
Savant Capital, LLC

8.28M
Shares

$315 Million
2.39% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.02M
Shares

$267 Million
0.17% of portfolio

About DIMENSIONAL ETF TR

Ticker DFIV
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