Creative Capital Management Investments LLC Dimensional ETF Tr Transaction History
Creative Capital Management Investments LLC
- $222 Million
- Q1 2025
A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 509 shares of DFAU stock, worth $18,364. This represents 0.01% of its overall portfolio holdings.
Number of Shares
509
Previous 509
-0.0%
Holding current value
$18,364
Previous $20,000
5.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$71.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$178 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$131 Million1.81% of portfolio