Creative Planning Dimensional ETF Tr Dimensional Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 5,914 shares of DFSB stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,914

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	N/A	5,914 New	5,914 $0

Others Institutions Holding DFSB

# of Institutions

101

Shares Held

7.56M

Call Options Held

Put Options Held

Abacus Wealth Partners, LLC Santa Monica, CA

2.1M
Shares

$0
16.79% of portfolio
Maseco LLP London,

1.46M
Shares

$0
2.9% of portfolio
Quantum Financial Advisors, LLC Manhattan Beach, CA

487K
Shares

$0
0.0% of portfolio
Passive Capital Management, Llc. Baltimore, MD

376K
Shares

$0
3.98% of portfolio
Blue Oak Capital, LLC Menlo Park, CA

334K
Shares

$0
9.2% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSB

More about DFSB

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