Colorado Capital Management, Inc. Dimensional ETF Tr Transaction History
Colorado Capital Management, Inc.
- $206 Million
- Q4 2024
A detailed history of Colorado Capital Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 327,731 shares of DFAI stock, worth $10.2 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
327,731
Previous 184,691
77.45%
Holding current value
$10.2 Million
Previous $5.87 Million
63.06%
% of portfolio
4.63%
Previous 2.9%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio