DWM
OS

Dakota Wealth Management’s OneStream, Inc. Class A Common Stock OS Stock Holding History

Dakota Wealth Management’s Portfolio OS Stock Details OS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$996K Buy
+35,202
New +$996K 0.02% 380
2024
Q4 		– Sell
-71,159
Closed -$2.41M – 796
2024
Q3 		$2.41M Buy
+71,159
New +$2.41M 0.05% 243