Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 480,303 shares of DFIC stock, worth $12.7 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
480,303
Previous 466,865
2.88%
Holding current value
$12.7 Million
Previous $12.3 Million
10.12%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFIC
# of Institutions
362Shares Held
234MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc27MShares$711 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$678 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$416 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$155 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.86MShares$128 Million17.02% of portfolio