Creative Planning Dimensional ETF Tr Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 668,755 shares of DFAI stock, worth $24.5 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
668,755
Previous 681,252
1.83%
Holding current value
$24.5 Million
Previous $21.3 Million
8.66%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
698Shares Held
262MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$590 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$339 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.55MShares$277 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC7.21MShares$264 Million1.99% of portfolio
-
Sym Financial Corp6.61MShares$242 Million25.8% of portfolio