Creative Planning Dimensional ETF Tr Dimensional Transaction History
Creative Planning
- $129 Billion
- Q3 2025
A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 517,078 shares of DFIC stock, worth $17.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
517,078
Previous 520,285
0.62%
Holding current value
$17.3 Million
Previous $16.2 Million
4.82%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
526Shares Held
282MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio