Back to Creative Planning Creative Planning

DFATDFAT
21 quarters

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

Creative Planning holds 13.3M shares of DFAT (DIMENSIONAL ETF TRUST), worth $930M as of 2026-Q2. The position was decreased (-1.6% shares). DFAT represents 0.5% of Creative Planning's portfolio.

Current Value

$930M

Current Shares

13.3M

Total Value Change

+$620.1M

Total Shares Change

+6.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13.3M
-1.6%
$930M0.5%$69.90
0
2026-Q1
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
2024-Q1
Increased
13.7M
+0.4%
$745.4M0.8%$52.94
45
2023-Q4
Increased
13.6M
+4.1%
$713.7M1.3%$50.80
52
2023-Q3
Decreased
13.1M
-1.1%
$598.7M0.8%$44.18
0
2023-Q2
Increased
13.2M
+7.4%
$614.3M0.8%$44.52
48
2023-Q1
Decreased
12.3M
-6.2%
$548.8M0.8%$41.96
0
2022-Q4
Increased
13.1M
+40.0%
$577.9M0.9%$42.03
59
2022-Q3
Increased
9.4M
+12.5%
$366.1M0.6%$37.39
49
2022-Q2
Increased
8.4M
+2.8%
$335.9M0.6%$38.42
45
2022-Q1
Increased
8.1M
+1.0%
$378.3M0.6%$44.69
44
2021-Q4
Increased
8M
+10.7%
$382.2M0.6%$44.71
49
2021-Q3
Increased
7.3M
+5.1%
$322.7M0.6%$42.39
46
2021-Q2
New
6.9M
-
$309.9M0.6%$41.61
60

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used