Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $116 Billion
- Q2 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 601,117 shares of DISV stock, worth $21.4 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
601,117
Previous 593,381
1.3%
Holding current value
$21.4 Million
Previous $17.3 Million
14.49%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DISV
# of Institutions
377Shares Held
81.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$210 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$209 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.6 Million1.18% of portfolio