Creative Planning Dimensional ETF Tr Dimensional Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 80,639 shares of DFAR stock, worth $1.91 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

80,639

Previous 90,405 10.8%

Holding current value

$1.91 Million

Previous $2.1 Million 8.89%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$22.35 - $24.52 $218,270 - $239,462	-9,766 Reduced 10.8%	80,639 $1.92 Million
Q4 2024 Feb 14, 2025	SELL	$22.72 - $25.76 $95,855 - $108,681	-4,219 Reduced 4.46%	90,405 $2.1 Million
Q3 2024 Oct 11, 2024	BUY	$21.91 - $26.03 $46,186 - $54,871	2,108 Added 2.28%	94,624 $2.43 Million
Q2 2024 Aug 15, 2024	BUY	$20.41 - $22.23 $1.05 Million - $1.14 Million	51,297 Added 124.45%	92,516 $2.04 Million
Q1 2024 May 10, 2024	BUY	$21.28 - $22.96 $152,535 - $164,577	7,168 Added 21.05%	41,219 $922,000
Q4 2023 Feb 14, 2024	BUY	$18.45 - $23.08 $628,240 - $785,897	34,051 New	34,051 $774,000

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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 Dimensional Transaction History