Creative Planning Dimensional ETF Tr Us Marketwi Transaction History
Creative Planning
- $106 Billion
- Q1 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Creative Planning holds 5,295,811 shares of DFUV stock, worth $216 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
5,295,811
Previous 5,390,141
1.75%
Holding current value
$216 Million
Previous $221 Million
1.05%
% of portfolio
0.21%
Previous 0.21%
Shares
12 transactions
Others Institutions Holding DFUV
# of Institutions
728Shares Held
273MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.4 Billion3.28% of portfolio
-
Envestnet Asset Management Inc30.5MShares$1.25 Billion0.42% of portfolio
-
Savant Capital, LLC17.3MShares$707 Million5.4% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$590 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$430 Million0.73% of portfolio