Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 501,185 shares of DFIC stock, worth $13.8 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
501,185
Previous 480,303
4.35%
Holding current value
$13.8 Million
Previous $13.5 Million
4.14%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
437Shares Held
2.28BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$55.8 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$813 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$756 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$451 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$169 Million10.37% of portfolio