Creative Planning DIMENSIONAL ETF TRUST Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024
Number of Shares
26,023
Previous 27,185 4.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
N/A
-1,162 Reduced 4.27%
26,023 $0
Q2 2024

Aug 15, 2024
BUY
N/A
12,077 Added 79.94%
27,185 $0
Q1 2024

May 10, 2024
BUY
N/A
15,108 New
15,108 $0
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email