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 674,545 shares of DFAU stock, worth $31.5 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
674,545
Previous 674,737
0.03%
Holding current value
$31.5 Million
Previous $25.9 Million
10.17%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
537Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$327 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$210 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$194 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$178 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$176 Million1.91% of portfolio