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 509 shares of DFAU stock, worth $20,151. This represents 0.01% of its overall portfolio holdings.
Number of Shares
509
Previous 991
48.64%
Holding current value
$20,151
Previous $39,000
48.72%
% of portfolio
0.01%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio