Position history for Creative Planning's holdings in DIMENSIONAL ETF TRUST
Creative Planning holds 13.7M shares of DFAT (DIMENSIONAL ETF TRUST), worth $816.2M as of 2025-Q4. The position was decreased (-1.4% shares). DFAT represents 0.6% of Creative Planning's portfolio.
Current Value
$816.2M
Current Shares
13.7M
Total Value Change
+$77M
Total Shares Change
-542,970
Other major holders of DFAT: Kestra Advisory Services, LLC, Cerity Partners LLC, Focus Partners Wealth
Decreased |
| 13.7M |
-1.4% |
| $816.2M |
| 0.6% |
| $60.15 |
0 |
| 2025-Q3 | Decreased | 13.9M | -1.3% | $809.5M | 0.6% | $57.96 | 0 |
| 2025-Q2 | Increased | 14.1M | +1.1% | $760.6M | 0.6% | $53.50 | 45 |
| 2025-Q1 | Decreased | 13.9M | -0.9% | $718.1M | 0.7% | $50.77 | 0 |
| 2024-Q4 | Decreased | 14.1M | -0.5% | $783.2M | 0.8% | $54.59 | 0 |
| 2024-Q3 | Decreased | 14.1M | -0.8% | $786.8M | 0.8% | $54.38 | 0 |
| 2024-Q2 | Increased | 14.3M | +4.1% | $739.2M | 0.8% | $50.66 | 46 |