Creative Financial Designs Inc Dimensional ETF Tr Transaction History
Creative Financial Designs Inc
- $1.2 Billion
- Q4 2024
A detailed history of Creative Financial Designs Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Financial Designs Inc holds 8,319 shares of DFAU stock, worth $300,149. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,319
Previous 8,287
0.39%
Holding current value
$300,149
Previous $328,000
2.44%
% of portfolio
0.03%
Previous 0.03%
Shares
7 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