Creative Planning Dimensional ETF Tr Us Marketwi Transaction History
Creative Planning
- $101 Billion
- Q3 2024
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
Others Institutions Holding DFUV
# of Institutions
625Shares Held
254MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.22 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.14 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$772 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$607 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$461 Million0.76% of portfolio