Creative Planning Dimensional ETF Tr Dimensional Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 613,434 shares of DISV stock, worth $17.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

613,434

Previous 626,786 2.13%

Holding current value

$17.3 Million

Previous $18.2 Million 10.52%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$26.18 - $28.77 $349,555 - $384,137	-13,352 Reduced 2.13%	613,434 $16.3 Million
Q3 2024 Oct 11, 2024	SELL	$26.06 - $29.18 $6,853 - $7,674	-263 Reduced 0.04%	626,786 $18.2 Million
Q2 2024 Aug 15, 2024	BUY	$26.23 - $28.56 $3.36 Million - $3.66 Million	128,086 Added 25.67%	627,049 $16.9 Million
Q1 2024 May 10, 2024	SELL	$24.73 - $27.24 $629,230 - $693,094	-25,444 Reduced 4.85%	498,963 $13.6 Million
Q4 2023 Feb 14, 2024	SELL	$22.43 - $25.87 $537,445 - $619,871	-23,961 Reduced 4.37%	524,407 $13.5 Million
Q3 2023 Nov 16, 2023	SELL	$23.27 - $25.13 $283,428 - $306,083	-12,180 Reduced 2.17%	548,368 $13 Million
Q2 2023 Jul 21, 2023	SELL	$23.01 - $24.6 $559,004 - $597,632	-24,294 Reduced 4.15%	560,548 $13.3 Million
Q1 2023 May 15, 2023	SELL	$22.4 - $24.75 $10.9 Million - $12.1 Million	-487,354 Reduced 45.45%	584,842 $13.9 Million
Q4 2022 Feb 10, 2023	BUY	$18.45 - $22.54 $19.8 Million - $24.2 Million	1,072,196 New	1,072,196 $23.8 Million

Others Institutions Holding DISV

# of Institutions

322

Shares Held

65.9M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Creative Planning Dimensional ETF Tr Dimensional Transaction History