A detailed history of Creative Planning transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Creative Planning holds 14,143,862 shares of DFAT stock, worth $838 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
14,143,862
Previous 14,250,654 0.75%
Holding current value
$838 Million
Previous $739 Million 6.45%
% of portfolio
0.78%
Previous 0.79%

Shares

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

Oct 11, 2024

SELL
$51.0 - $57.07 $5.45 Million - $6.09 Million
-106,792 Reduced 0.75%
14,143,862 $787 Million
Q2 2024

Aug 15, 2024

BUY
$50.18 - $54.47 $27.9 Million - $30.3 Million
555,638 Added 4.06%
14,250,654 $739 Million
Q1 2024

May 10, 2024

BUY
$49.45 - $54.43 $2.78 Million - $3.06 Million
56,276 Added 0.41%
13,695,016 $745 Million
Q4 2023

Feb 14, 2024

BUY
$42.71 - $53.09 $22.8 Million - $28.4 Million
534,891 Added 4.08%
13,638,740 $714 Million
Q3 2023

Nov 16, 2023

SELL
$45.07 - $49.71 $6.27 Million - $6.92 Million
-139,210 Reduced 1.05%
13,103,849 $599 Million
Q2 2023

Jul 21, 2023

BUY
$41.44 - $46.39 $37.7 Million - $42.2 Million
910,216 Added 7.38%
13,243,059 $614 Million
Q1 2023

May 15, 2023

SELL
$42.38 - $49.75 $34.6 Million - $40.6 Million
-815,998 Reduced 6.21%
12,332,843 $549 Million
Q4 2022

Feb 10, 2023

BUY
$40.24 - $46.91 $151 Million - $176 Million
3,753,445 Added 39.95%
13,148,841 $578 Million
Q3 2022

Nov 03, 2022

BUY
$38.84 - $46.6 $40.6 Million - $48.7 Million
1,044,594 Added 12.51%
9,395,396 $366 Million
Q2 2022

Aug 15, 2022

BUY
$39.72 - $47.15 $9.12 Million - $10.8 Million
229,605 Added 2.83%
8,350,802 $336 Million
Q1 2022

May 16, 2022

BUY
$44.35 - $48.64 $3.45 Million - $3.78 Million
77,791 Added 0.97%
8,121,197 $378 Million
Q4 2021

Feb 11, 2022

BUY
$44.48 - $49.36 $34.5 Million - $38.3 Million
775,963 Added 10.68%
8,043,406 $382 Million
Q3 2021

Nov 10, 2021

BUY
$41.66 - $45.84 $14.6 Million - $16.1 Million
350,216 Added 5.06%
7,267,443 $323 Million
Q2 2021

Aug 04, 2021

BUY
$43.52 - $46.03 $301 Million - $318 Million
6,917,227 New
6,917,227 $310 Million

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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.