Colorado Capital Management, Inc. Dimensional ETF Tr Transaction History
Colorado Capital Management, Inc.
- $215 Million
- Q1 2025
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 383,933 shares of DFAI stock, worth $11.9 Million. This represents 5.58% of its overall portfolio holdings.
Number of Shares
383,933
Previous 327,731
17.15%
Holding current value
$11.9 Million
Previous $9.57 Million
25.29%
% of portfolio
5.58%
Previous 4.63%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
614Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 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$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio