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 1,392,492 shares of DFSV stock, worth $43.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,392,492
Previous 749,852
85.7%
Holding current value
$43.7 Million
Previous $21.1 Million
94.15%
% of portfolio
0.04%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DFSV
# of Institutions
482Shares Held
132MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$369 Million2.26% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.8MShares$182 Million0.25% of portfolio
-
Jmg Financial Group, Ltd.5.43MShares$170 Million5.05% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$108 Million0.18% of portfolio