Coldstream Capital Management Inc Dimensional ETF Tr U S Equity Transaction History
Coldstream Capital Management Inc
- $4.64 Billion
- Q4 2024
A detailed history of Coldstream Capital Management Inc transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Coldstream Capital Management Inc holds 5,296 shares of DFUS stock, worth $351,919. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,296
Previous 5,296
-0.0%
Holding current value
$351,919
Previous $329,000
2.43%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio