Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 1,981,127 shares of DFSV stock, worth $62.2 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,981,127
Previous 1,392,492
42.27%
Holding current value
$62.2 Million
Previous $41 Million
53.92%
% of portfolio
0.05%
Previous 0.04%
Shares
12 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio