Creative Planning Dimensional ETF Tr Us Marketwi Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Creative Planning holds 5,251,545 shares of DFUV stock, worth $235 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,251,545
Previous 5,295,811
0.84%
Holding current value
$235 Million
Previous $218 Million
1.74%
% of portfolio
0.19%
Previous 0.21%
Shares
13 transactions
Others Institutions Holding DFUV
# of Institutions
757Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$748 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$645 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL8.25MShares$369 Million0.51% of portfolio