A detailed history of Creative Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Creative Planning holds 5,471,095 shares of DFUV stock, worth $230 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,471,095
Previous 5,607,380 2.43%
Holding current value
$230 Million
Previous $220 Million 3.58%
% of portfolio
0.23%
Previous 0.24%

Shares

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

Oct 11, 2024

SELL
$38.51 - $41.69 $5.25 Million - $5.68 Million
-136,285 Reduced 2.43%
5,471,095 $228 Million
Q2 2024

Aug 15, 2024

BUY
$38.53 - $40.76 $55.2 Million - $58.4 Million
1,433,941 Added 34.36%
5,607,380 $220 Million
Q1 2024

May 10, 2024

SELL
$36.22 - $40.9 $2.86 Million - $3.23 Million
-78,877 Reduced 1.85%
4,173,439 $171 Million
Q4 2023

Feb 14, 2024

SELL
$31.85 - $37.39 $2.26 Million - $2.66 Million
-71,052 Reduced 1.64%
4,252,316 $158 Million
Q3 2023

Nov 16, 2023

SELL
$33.83 - $36.19 $1.24 Million - $1.33 Million
-36,792 Reduced 0.84%
4,323,368 $147 Million
Q2 2023

Jul 21, 2023

SELL
$32.32 - $34.5 $1.03 Million - $1.1 Million
-31,835 Reduced 0.72%
4,360,160 $150 Million
Q1 2023

May 15, 2023

SELL
$31.9 - $35.83 $48.1 Million - $54 Million
-1,508,507 Reduced 25.57%
4,391,995 $147 Million
Q4 2022

Feb 10, 2023

BUY
$30.23 - $35.36 $103 Million - $120 Million
3,397,208 Added 135.71%
5,900,502 $198 Million
Q3 2022

Nov 03, 2022

SELL
$29.6 - $34.78 $459,480 - $539,889
-15,523 Reduced 0.62%
2,503,294 $74.1 Million
Q2 2022

Aug 15, 2022

BUY
$30.92 - $35.31 $77.9 Million - $88.9 Million
2,518,817 New
2,518,817 $79.6 Million

Others Institutions Holding DFUV

About DIMENSIONAL ETF TR US MARKETWI


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