Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 511,923 shares of DFSV stock, worth $16.1 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
511,923
Previous 487,139
5.09%
Holding current value
$16.1 Million
Previous $15 Million
5.02%
% of portfolio
0.02%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding DFSV
# of Institutions
408Shares Held
108MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio