Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 487,139 shares of DFSV stock, worth $15.1 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
487,139
Previous 454,987
7.07%
Holding current value
$15.1 Million
Previous $13.1 Million
14.58%
% of portfolio
0.01%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$255 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$204 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$162 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$107 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$92.3 Million1.18% of portfolio