Creative Planning Dimensional ETF Tr Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 1,686,876 shares of DFAE stock, worth $43.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,686,876

Previous 1,741,134 3.12%

Holding current value

$43.2 Million

Previous $45 Million 2.65%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$24.46 - $27.82 $1.33 Million - $1.51 Million	-54,258 Reduced 3.12%	1,686,876 $46.2 Million
Q2 2024 Aug 15, 2024	BUY	$24.03 - $26.3 $2.19 Million - $2.39 Million	91,012 Added 5.52%	1,741,134 $45 Million
Q1 2024 May 10, 2024	SELL	$22.74 - $24.88 $2.49 Million - $2.73 Million	-109,708 Reduced 6.23%	1,650,122 $40.8 Million
Q4 2023 Feb 14, 2024	SELL	$21.63 - $24.11 $1.19 Million - $1.32 Million	-54,915 Reduced 3.03%	1,759,830 $42.4 Million
Q3 2023 Nov 16, 2023	SELL	$22.43 - $24.83 $854,897 - $946,370	-38,114 Reduced 2.06%	1,814,745 $41 Million
Q2 2023 Jul 21, 2023	SELL	$22.38 - $24.3 $1.07 Million - $1.16 Million	-47,898 Reduced 2.52%	1,852,859 $43.5 Million
Q1 2023 May 15, 2023	SELL	$21.78 - $24.36 $37.9 Million - $42.3 Million	-1,738,239 Reduced 47.77%	1,900,757 $43.8 Million
Q4 2022 Feb 10, 2023	BUY	$19.67 - $22.73 $71.6 Million - $82.7 Million	3,638,996 New	3,638,996 $79.9 Million

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Dimensional ETF Tr Transaction History