Creative Capital Management Investments LLC Dimensional ETF Tr Transaction History
Creative Capital Management Investments LLC
- $221 Million
- Q4 2024
A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 249 shares of DFAI stock, worth $7,955. This represents 0.0% of its overall portfolio holdings.
Number of Shares
249
Previous 323
22.91%
Holding current value
$7,955
Previous $10,000
30.0%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio