Creative Planning Dimensional ETF Tr Dimensional Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Creative Planning holds 65,360 shares of DFIS stock, worth $1.61 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

65,360

Previous 65,518 0.24%

Holding current value

$1.61 Million

Previous $1.61 Million 8.68%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

195

Shares Held

78.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
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Creative Planning Dimensional ETF Tr Dimensional Transaction History