Creative Planning Dimensional ETF Tr Dimensional Transaction History

Creative Planning

  • $106 Billion
  • Q1 2025

A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 1,805,040 shares of DFIS stock, worth $53.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,805,040
Previous 1,849,316 2.39%
Holding current value
$53.9 Million
Previous $45.4 Million 2.69%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$23.92 - $26.89 $1.06 Million - $1.19 Million
-44,276 Reduced 2.39%
1,805,040 $46.6 Million
Q4 2024

Feb 14, 2025
BUY
$24.25 - $26.7 $43.3 Million - $47.6 Million
1,783,956 Added 2729.43%
1,849,316 $45.4 Million
Q3 2024

Oct 11, 2024
SELL
$24.06 - $26.97 $3,801 - $4,261
-158 Reduced 0.24%
65,360 $1.75 Million
Q2 2024

Aug 15, 2024
BUY
$24.08 - $25.86 $363,872 - $390,770
15,111 Added 29.98%
65,518 $1.61 Million
Q1 2024

May 10, 2024
SELL
$23.13 - $25.1 $118,402 - $128,486
-5,119 Reduced 9.22%
50,407 $1.26 Million
Q4 2023

Feb 14, 2024
BUY
$20.55 - $24.23 $199,725 - $235,491
9,719 Added 21.22%
55,526 $1.34 Million
Q3 2023

Nov 16, 2023
SELL
$21.81 - $23.89 $118,428 - $129,722
-5,430 Reduced 10.6%
45,807 $1.01 Million
Q2 2023

Jul 21, 2023
BUY
$22.26 - $23.55 $228,053 - $241,269
10,245 Added 24.99%
51,237 $1.17 Million
Q1 2023

May 15, 2023
BUY
$21.65 - $23.87 $190,000 - $209,483
8,776 Added 27.24%
40,992 $942,000
Q4 2022

Feb 10, 2023
BUY
$18.29 - $22.14 $207,573 - $251,266
11,349 Added 54.39%
32,216 $692,000
Q3 2022

Nov 03, 2022
BUY
$18.33 - $22.66 $382,492 - $472,846
20,867 New
20,867 $386,000

Others Institutions Holding DFIS

# of Institutions
253
Shares Held
94.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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