Creative Planning Dimensional ETF Tr U S Equity Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Creative Planning holds 3,604,136 shares of DFUS stock, worth $240 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,604,136

Previous 3,667,805 1.74%

Holding current value

$240 Million

Previous $228 Million 0.78%

% of portfolio

0.22%

Previous 0.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$61.52 - $66.5 $3.92 Million - $4.23 Million	-63,669 Reduced 1.74%	3,604,136 $230 Million
Q3 2024 Oct 11, 2024	SELL	$56.04 - $62.2 $2.39 Million - $2.65 Million	-42,684 Reduced 1.15%	3,667,805 $228 Million
Q2 2024 Aug 15, 2024	BUY	$53.83 - $59.14 $107 Million - $118 Million	1,992,827 Added 116.02%	3,710,489 $218 Million
Q1 2024 May 10, 2024	SELL	$50.79 - $56.98 $706,285 - $792,363	-13,906 Reduced 0.8%	1,717,662 $97.9 Million
Q4 2023 Feb 14, 2024	SELL	$44.51 - $52.0 $687,946 - $803,712	-15,456 Reduced 0.88%	1,731,568 $89.7 Million
Q3 2023 Nov 16, 2023	BUY	$46.29 - $49.87 $299,727 - $322,908	6,475 Added 0.37%	1,747,024 $81.3 Million
Q2 2023 Jul 21, 2023	SELL	$43.77 - $48.16 $651,034 - $716,331	-14,874 Reduced 0.85%	1,740,549 $83.8 Million
Q1 2023 May 15, 2023	BUY	$41.24 - $45.43 $966,129 - $1.06 Million	23,427 Added 1.35%	1,755,423 $78 Million
Q4 2022 Feb 10, 2023	BUY	$38.86 - $44.32 $5.25 Million - $5.98 Million	135,024 Added 8.46%	1,731,996 $72.1 Million
Q3 2022 Nov 03, 2022	BUY	$38.82 - $46.57 $5,745 - $6,892	148 Added 0.01%	1,596,972 $62 Million
Q2 2022 Aug 15, 2022	SELL	$39.62 - $49.51 $89,026 - $111,248	-2,247 Reduced 0.14%	1,596,824 $65.1 Million
Q1 2022 May 16, 2022	BUY	$45.16 - $52.01 $1.31 Million - $1.51 Million	29,088 Added 1.85%	1,599,071 $78.4 Million
Q4 2021 Feb 11, 2022	SELL	$47.05 - $51.98 $2.34 Million - $2.58 Million	-49,717 Reduced 3.07%	1,569,983 $81.2 Million
Q3 2021 Nov 10, 2021	SELL	$46.48 - $49.7 $171,836 - $183,740	-3,697 Reduced 0.23%	1,619,700 $76.4 Million
Q2 2021 Aug 04, 2021	BUY	$45.75 - $47.12 $74.3 Million - $76.5 Million	1,623,397 New	1,623,397 $76.5 Million

Others Institutions Holding DFUS

# of Institutions

723

Shares Held

162M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

Track This Portfolio

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.

Account

Creative Planning Dimensional ETF Tr U S Equity Transaction History