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 749,852 shares of DFSV stock, worth $21.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
749,852
Previous 511,923
46.48%
Holding current value
$21.1 Million
Previous $15.8 Million
33.97%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding DFSV
# of Institutions
438Shares Held
120MCall Options Held
10.7KPut Options Held
5.5K-
Savant Capital, LLC9.38MShares$264 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$215 Million2.99% of portfolio
-
Jmg Financial Group, Ltd.5.82MShares$164 Million5.77% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.05MShares$142 Million0.24% of portfolio
-
Mather Group, Llc. Chicago, IL5.01MShares$141 Million1.64% of portfolio