Does Creative Planning own DSI stock?

Yes. As of its Q2 2026 13F, Creative Planning holds 210,927 shares of DSI, worth $30M.

How many shares of DSI does Creative Planning own?

As of its Q2 2026 13F, Creative Planning holds 210,927 shares of DSI.

As of its Q2 2026 13F, Creative Planning's DSI position is worth $30M.

In Q2 2026, Creative Planning reduced its DSI position by 5,529 shares (-2.6%).

Creative Planning already held DSI in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Position history for Creative Planning's holdings in ISHARES TR

Current Value

$30M

Current Shares

210,927

Total Value Change

+$26.6M

Total Shares Change

+174,261

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	210,927	-2.5%	$30M	0.0%	$142.07	0
2026-Q1	Increased	216,456	+21.6%	$26.2M	0.0%	$120.68	34
2025-Q4	Decreased	177,932	-2.2%	$22.9M	0.0%	$127.96	0
2025-Q3	Decreased	181,872	-0.5%	$22.9M	0.0%	$124.76	0
2025-Q2	Decreased	182,760	-0.2%	$21.2M	0.0%	$114.80	0
2025-Q1	Decreased	183,084	-0.4%	$18.7M	0.0%	$100.97	0
2024-Q4	Decreased	183,832	-0.4%	$20.3M	0.0%	$108.41	0
2024-Q3	Decreased	184,636	-0.6%	$20.1M	0.0%	$106.68	0
2024-Q2	Decreased	185,675	-1.5%	$19.3M	0.0%	$101.51	0
2024-Q1	Decreased	188,421	-1.7%	$19M	0.0%	$98.33	0
2023-Q4	Increased	191,764	+0.6%	$17.5M	0.0%	$88.59	28
2023-Q3	Decreased	190,649	-2.8%	$15.5M	0.0%	$78.94	0
2023-Q2	Increased	196,059	+0.3%	$16.5M	0.0%	$81.30	28
2023-Q1	Increased	195,561	+1.4%	$15.3M	0.0%	$75.16	28
2022-Q4	Increased	192,827	+0.4%	$13.8M	0.0%	$68.94	28
2022-Q3	Increased	192,081	+0.5%	$12.9M	0.0%	$64.06	28
2022-Q2	Decreased	191,170	-3.0%	$13.7M	0.0%	$68.47	0
2022-Q1	Increased	197,094	+12.6%	$17.1M	0.0%	$82.30	32
2021-Q4	Increased	175,058	+0.4%	$16.3M	0.0%	$88.06	28
2021-Q3	Increased	174,436	+2121.0%	$14.5M	0.0%	$78.63	45
2021-Q2	Decreased	7,854	-95.2%	$651,000	0.0%	$78.04	0
2021-Q1	Decreased	164,288	-0.5%	$12.5M	0.0%	$71.79	0
2020-Q4	Increased	165,047	+97.2%	$11.8M	0.0%	$67.06	45
2020-Q3	Increased	83,703	+0.6%	$10.7M	0.0%	$59.78	28
2020-Q2	Increased	83,221	+0.7%	$9.8M	0.0%	$54.95	28
2020-Q1	Decreased	82,608	-20.9%	$8M	0.0%	$45.21	0
2019-Q4	Decreased	104,473	-0.3%	$12.6M	0.0%	$55.45	0
2019-Q3	Increased	104,845	+1.6%	$11.6M	0.0%	$51.00	28
2019-Q2	Increased	103,198	+36.3%	$11.3M	0.0%	$50.09	36
2019-Q1	Increased	75,728	+106.5%	$8M	0.0%	$48.15	44
2018-Q4	First report	36,666	-	$3.4M	0.0%	$42.28	0

Other major holders of DSI: MORGAN STANLEY