Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 80,504 shares of DFAR stock, worth $1.86 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
80,504
Previous 80,639
0.17%
Holding current value
$1.86 Million
Previous $1.92 Million
1.46%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio