Creative Financial Designs Inc Dimensional ETF Tr Transaction History
Creative Financial Designs Inc
- $1.21 Billion
- Q1 2025
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 8,338 shares of DFAU stock, worth $306,254. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,338
Previous 8,319
0.23%
Holding current value
$306,254
Previous $336,000
4.76%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
202MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio