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 2,361,977 shares of DFIS stock, worth $74.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,361,977

Previous 2,089,206 13.06%

Holding current value

$74.2 Million

Previous $62.3 Million 19.84%

% of portfolio

0.06%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$29.65 - $31.77 $8.09 Million - $8.67 Million	272,771 Added 13.06%	2,361,977 $74.7 Million
Q2 2025 Aug 08, 2025	BUY	$23.2 - $29.84 $6.59 Million - $8.48 Million	284,166 Added 15.74%	2,089,206 $62.3 Million
Q1 2025 May 15, 2025	SELL	$23.92 - $26.89 $1.06 Million - $1.19 Million	-44,276 Reduced 2.39%	1,805,040 $46.6 Million
Q4 2024 Feb 14, 2025	BUY	$24.25 - $26.7 $43.3 Million - $47.6 Million	1,783,956 Added 2729.43%	1,849,316 $45.4 Million
Q3 2024 Oct 11, 2024	SELL	$24.06 - $26.97 $3,801 - $4,261	-158 Reduced 0.24%	65,360 $1.75 Million

Q2 2024 Aug 15, 2024	BUY	$24.08 - $25.86 $363,872 - $390,770	15,111 Added 29.98%	65,518 $1.61 Million
Q1 2024 May 10, 2024	SELL	$23.13 - $25.1 $118,402 - $128,486	-5,119 Reduced 9.22%	50,407 $1.26 Million
Q4 2023 Feb 14, 2024	BUY	$20.55 - $24.23 $199,725 - $235,491	9,719 Added 21.22%	55,526 $1.34 Million
Q3 2023 Nov 16, 2023	SELL	$21.81 - $23.89 $118,428 - $129,722	-5,430 Reduced 10.6%	45,807 $1.01 Million
Q2 2023 Jul 21, 2023	BUY	$22.26 - $23.55 $228,053 - $241,269	10,245 Added 24.99%	51,237 $1.17 Million
Q1 2023 May 15, 2023	BUY	$21.65 - $23.87 $190,000 - $209,483	8,776 Added 27.24%	40,992 $942,000
Q4 2022 Feb 10, 2023	BUY	$18.29 - $22.14 $207,573 - $251,266	11,349 Added 54.39%	32,216 $692,000
Q3 2022 Nov 03, 2022	BUY	$18.33 - $22.66 $382,492 - $472,846	20,867 New	20,867 $386,000

Others Institutions Holding DFIS

# of Institutions

287

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
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Creative Planning Dimensional ETF Tr Dimensional Transaction History