Creative Planning Dimensional ETF Tr Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 724,573 shares of DFAI stock, worth $22.6 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
724,573
Previous 736,419
1.61%
Holding current value
$22.6 Million
Previous $23.4 Million
9.6%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio