Creative Planning Dimensional ETF Tr Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Planning holds 691,827 shares of DFAU stock, worth $28.7 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
691,827
Previous 714,512
3.17%
Holding current value
$28.7 Million
Previous $26.8 Million
2.5%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio