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DISVDISV
15 quarters

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

Creative Planning holds 877,952 shares of DISV (DIMENSIONAL ETF TRUST), worth $35.2M as of 2026-Q2. The position was decreased (-0.4% shares). DISV represents 0.0% of Creative Planning's portfolio.

Current Value

$35.2M

Current Shares

877,952

Total Value Change

+$11.4M

Total Shares Change

-194,244

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
877,952
-0.4%
$35.2M0.0%$40.13
0
2026-Q1
Increased
881,278
+1.3%
$34.8M0.0%$41.09
29
2025-Q4
Increased
869,614
+2.7%
$33M0.0%$38.19
30
2025-Q3
Increased
846,703
+40.9%
$30.2M0.0%$35.40
38
2025-Q2
Increased
601,117
+1.3%
$19.8M0.0%$32.44
29
2025-Q1
Decreased
593,381
-3.3%
$17.3M0.0%$28.66
0
2024-Q4
Decreased
613,434
-2.1%
$16.3M0.0%$25.76
0
2024-Q3
Decreased
626,786
-0.0%
$18.2M0.0%$27.98
0
2024-Q2
Increased
627,049
+25.7%
$16.9M0.0%$25.84
35
2024-Q1
Decreased
498,963
-4.8%
$13.6M0.0%$25.69
0
2023-Q4
Decreased
524,407
-4.4%
$13.5M0.0%$24.35
0
2023-Q3
Decreased
548,368
-2.2%
$13M0.0%$22.30
0
2023-Q2
Decreased
560,548
-4.2%
$13.3M0.0%$21.77
0
2023-Q1
Decreased
584,842
-45.5%
$13.9M0.0%$21.82
0
2022-Q4
New
1.1M
-
$23.8M0.0%$20.37
40

Other major holders of DISV: Focus Partners Wealth

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