DFSV — DIMENSIONAL ETF TRUST

Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC  ·  4 quarters on record

This page tracks every 13F SEC filing in which COLDSTREAM CAPITAL MANAGEMENT INC reported a position in DIMENSIONAL ETF TRUST (DFSV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.97% (2025 Q3)
Avg. % of fund
0.63%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,194,002 -65,926 -2.9% 0.93% $72.2M $32.89
2025 Q3 ADDED 2,259,928 +932,459 +70.2% 0.97% $72.0M $31.71
2025 Q2 ADDED 1,327,469 +1,327,252 +611636.9% 0.64% $39.1M $29.18
2025 Q1 INITIATED 217 — — 0.00% $6K $27.78
% of Fund (quarterly)    DFSV price (monthly, adj. close)

Other funds also holding DFSV

As of 2025 Q4 — sorted by position size

Hassell Wealth Management, LLC 3Y 8.78% Arista Wealth Management, LLC 3Y 8.41% Seaside Wealth Management, Inc. 3Y 8.33% Oceanside Advisors LLC 8.07% SENTINEL WEALTH MANAGEMENT, INC. 6.97% Leading Edge Financial Planning LLC 3Y 6.92% von Borstel & Associates, Inc. 6.46% Stordahl Capital Management, Inc. 3Y 7Y 6.3% Physician Wealth Solutions Inc. 5.98% Grunden Financial Advisory, Inc. 5.96%
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