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

Creative Planning holds 2.4M shares of DFIS (DIMENSIONAL ETF TRUST), worth $84.4M as of 2026-Q2. The position was decreased (-0.7% shares). DFIS represents 0.0% of Creative Planning's portfolio.

Current Value

$84.4M

Current Shares

2.4M

Total Value Change

+$82.7M

Total Shares Change

+2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.4M
-0.7%
$84.4M0.0%$35.03
0
2026-Q1
Increased
2.4M
+0.4%
$81.7M0.1%$35.29
30
2025-Q4
Increased
2.4M
+2.3%
$79.6M0.1%$33.07
30
2025-Q3
Increased
2.4M
+13.1%
$74.7M0.1%$31.42
34
2025-Q2
Increased
2.1M
+15.7%
$62.3M0.1%$29.47
34
2025-Q1
Decreased
1.8M
-2.4%
$46.6M0.0%$25.59
0
2024-Q4
Increased
1.8M
+2729.4%
$45.4M0.0%$23.92
47
2024-Q3
Decreased
65,360
-0.2%
$1.8M0.0%$25.96
0

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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