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DFAT
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Position history for Creative Planning's holdings in DIMENSIONAL ETF TRUST

Creative Planning holds 13.5M shares of DFAT (DIMENSIONAL ETF TRUST), worth $844.4M as of 2026-Q1. The position was decreased (-1.4% shares). DFAT represents 0.6% of Creative Planning's portfolio.

Current Value

$844.4M

Current Shares

13.5M

Total Value Change

+$105.2M

Total Shares Change

-729,167

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
13.5M
-1.4%
$844.4M0.6%$64.60
0
2025-Q4
Decreased
13.7M
-1.4%
$816.2M0.6%$60.15
0
2025-Q3
Decreased
13.9M
-1.3%
$809.5M0.6%$57.96
0
2025-Q2
Increased
14.1M
+1.1%
$760.6M0.6%$53.50
45
2025-Q1
Decreased
13.9M
-0.9%
$718.1M0.7%$50.77
0
2024-Q4
Decreased
14.1M
-0.5%
$783.2M0.8%$54.59
0
2024-Q3
Decreased
14.1M
-0.8%
$786.8M0.8%$54.38
0
2024-Q2
Increased
14.3M
+4.1%
$739.2M0.8%$50.66
46

Other major holders of DFAT: Cerity Partners LLC, Focus Partners Wealth

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