Creative Planning Dimensional ETF Tr Us Marketwi Transaction History
Creative Planning
- $103 Billion
- Q4 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Creative Planning holds 5,390,141 shares of DFUV stock, worth $223 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,390,141
Previous 5,471,095
1.48%
Holding current value
$223 Million
Previous $228 Million
3.3%
% of portfolio
0.21%
Previous 0.23%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.4 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.3 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$742 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$444 Million0.67% of portfolio