Creative Planning Dimensional ETF Tr Us Marketwi Transaction History
Creative Planning
- $101 Billion
- Q3 2024
A detailed history of Creative Planning transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Creative Planning holds 5,471,095 shares of DFUV stock, worth $226 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
5,471,095
Previous 5,607,380
2.43%
Holding current value
$226 Million
Previous $220 Million
3.58%
% of portfolio
0.23%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DFUV
# of Institutions
640Shares Held
267MCall Options Held
300Put Options Held
0-
Mercer Global Advisors Inc Denver, CO35.3MShares$1.46 Billion3.22% of portfolio
-
Envestnet Asset Management Inc33MShares$1.36 Billion0.46% of portfolio
-
Savant Capital, LLC18.5MShares$765 Million6.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$596 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$450 Million0.65% of portfolio