Creative Planning Dimensional ETF Tr U S Core Eq Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Creative Planning holds 2,335,241 shares of DFAC stock, worth $91.1 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,335,241
Previous 2,318,010
0.74%
Holding current value
$91.1 Million
Previous $76.5 Million
9.45%
% of portfolio
0.07%
Previous 0.07%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio