Creative Planning Dimensional ETF Tr Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 680,650 shares of DFAI stock, worth $25.2 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
680,650
Previous 668,755 1.78%
Holding current value
$25.2 Million
Previous $23.1 Million 7.02%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$34.05 - $36.55 $405,024 - $434,762
11,895 Added 1.78%
680,650 $24.7 Million
Q2 2025

Aug 08, 2025
SELL
$28.02 - $34.71 $350,165 - $433,770
-12,497 Reduced 1.83%
668,755 $23.1 Million
Q1 2025

May 15, 2025
SELL
$28.88 - $32.4 $1.25 Million - $1.4 Million
-43,321 Reduced 5.98%
681,252 $21.3 Million
Q4 2024

Feb 14, 2025
SELL
$29.0 - $31.6 $343,534 - $374,333
-11,846 Reduced 1.61%
724,573 $21.2 Million
Q3 2024

Oct 11, 2024
SELL
$28.69 - $32.06 $106,124 - $118,589
-3,699 Reduced 0.5%
736,419 $23.4 Million
Q2 2024

Aug 15, 2024
BUY
$28.93 - $30.91 $286,088 - $305,668
9,889 Added 1.35%
740,118 $22 Million
Q1 2024

May 10, 2024
SELL
$27.74 - $30.27 $713,500 - $778,574
-25,721 Reduced 3.4%
730,229 $22.1 Million
Q4 2023

Feb 14, 2024
BUY
$24.88 - $28.69 $2.72 Million - $3.14 Million
109,376 Added 16.92%
755,950 $21.7 Million
Q3 2023

Nov 16, 2023
SELL
$26.0 - $28.17 $801,658 - $868,565
-30,833 Reduced 4.55%
646,574 $16.9 Million
Q2 2023

Jul 21, 2023
SELL
$26.46 - $28.05 $418,173 - $443,302
-15,804 Reduced 2.28%
677,407 $18.5 Million
Q1 2023

May 15, 2023
SELL
$25.21 - $27.45 $11.9 Million - $13 Million
-473,048 Reduced 40.56%
693,211 $18.7 Million
Q4 2022

Feb 10, 2023
BUY
$21.47 - $25.85 $25 Million - $30.1 Million
1,166,259 New
1,166,259 $29.2 Million

Others Institutions Holding DFAI

# of Institutions
711
Shares Held
283M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email