Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 94,624 shares of DFAR stock, worth $2.24 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
94,624
Previous 92,516
2.28%
Holding current value
$2.24 Million
Previous $2.04 Million
18.69%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
236Shares Held
38.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.8 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.5 Million2.99% of portfolio