CCM
DFUS

Coldstream Capital Management’s Dimensional US Equity ETF DFUS Stock Holding History

Coldstream Capital Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$711K Hold
10,027
– – 0.01% 574
2025
Q4 		$744K Buy
10,027
+107
+1% +$7.86K 0.01% 551
2025
Q3 		$719K Sell
9,920
-672
-6% -$46.8K 0.01% 578
2025
Q2 		$710K Buy
10,592
+5,296
+100% +$328K 0.01% 522
2025
Q1 		$320K Hold
5,296
– – 0.01% 785
2024
Q4 		$338K Hold
5,296
– – 0.01% 774
2024
Q3 		$329K Hold
5,296
– – 0.01% 792
2024
Q2 		$312K Hold
5,296
– – 0.01% 741
2024
Q1 		$302K Buy
+5,296
New +$287K 0.01% 766

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SWA
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