Creative Planning Dimensional ETF Tr Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 408,619 shares of DFAX stock, worth $10.5 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
408,619
Previous 402,776
1.45%
Holding current value
$10.5 Million
Previous $10.2 Million
7.79%
% of portfolio
0.01%
Previous 0.01%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
518Shares Held
226MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$288 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$233 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$192 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$184 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$146 Million0.23% of portfolio