Creative Planning Dimensional ETF Tr U S Equity Transaction History

Creative Planning

$90.1 Billion
Q1 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 1,717,662 shares of DFUS stock, worth $98.3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,717,662

Previous 1,731,568 0.8%

Holding current value

$98.3 Million

Previous $89.7 Million 9.05%

% of portfolio

0.11%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.71 - $44.32 $5.5 Million - $5.98 Million	135,024 Added 8.46%	1,731,996 $72.1 Million
Q3 2022 Nov 03, 2022	BUY	$39.83 - $46.57 $5,894 - $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

592

Shares Held

113M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Creative Planning Dimensional ETF Tr U S Equity Transaction History