Creative Planning Dimensional ETF Tr Us Marketwi Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Creative Planning holds 4,173,439 shares of DFUV stock, worth $164 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
4,173,439
Previous 4,252,316
1.85%
Holding current value
$164 Million
Previous $158 Million
7.85%
% of portfolio
0.19%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding DFUV
# of Institutions
591Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$943 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$570 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$431 Million0.71% of portfolio