Creative Planning Dimensional ETF Tr Transaction History

Creative Planning

$90.1 Billion
Q1 2024

A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 298,229 shares of DFAX stock, worth $7.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

298,229

Previous 301,095 0.95%

Holding current value

$7.69 Million

Previous $7.35 Million 3.18%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$23.42 - $25.45 $67,121 - $72,939	-2,866 Reduced 0.95%	298,229 $7.59 Million
Q4 2023 Feb 14, 2024	BUY	$21.44 - $24.42 $30,466 - $34,700	1,421 Added 0.47%	301,095 $7.35 Million
Q3 2023 Nov 16, 2023	SELL	$22.41 - $24.35 $60,529 - $65,769	-2,701 Reduced 0.89%	299,674 $6.75 Million
Q2 2023 Jul 21, 2023	BUY	$22.56 - $24.03 $240,512 - $256,183	10,661 Added 3.65%	302,375 $7.05 Million
Q1 2023 May 15, 2023	SELL	$21.74 - $23.72 $605,763 - $660,934	-27,864 Reduced 8.72%	291,714 $6.73 Million

Q4 2022 Feb 10, 2023	BUY	$20.25 - $22.36 $1.94 Million - $2.14 Million	95,916 Added 42.88%	319,578 $6.9 Million
Q3 2022 Nov 03, 2022	BUY	$19.38 - $22.64 $29,535 - $34,503	1,524 Added 0.69%	223,662 $4.23 Million
Q2 2022 Aug 15, 2022	SELL	$21.22 - $25.37 $22,281 - $26,638	-1,050 Reduced 0.47%	222,138 $4.76 Million
Q1 2022 May 16, 2022	BUY	$23.26 - $26.72 $6,931 - $7,962	298 Added 0.13%	223,188 $5.57 Million
Q4 2021 Feb 11, 2022	SELL	$25.17 - $26.82 $58,167 - $61,981	-2,311 Reduced 1.03%	222,890 $5.82 Million
Q3 2021 Nov 10, 2021	BUY	$25.83 - $27.21 $5.82 Million - $6.13 Million	225,201 New	225,201 $5.83 Million

Others Institutions Holding DFAX

# of Institutions

470

Shares Held

211M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAX

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Creative Planning Dimensional ETF Tr Transaction History