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 $14.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
501,185
Previous 480,303
4.35%
Holding current value
$14.1 Million
Previous $13.5 Million
4.14%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio