Creative Planning DFAS Holdings History
Creative Planning's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-03-31, Creative Planning held 16.82 Mil shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $1.01 Bil. This investment constitutes 0.95% of their stock portfolio, and Creative Planning now holds 10.67% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2021Q2. And since then Creative Planning has made 13 purchases of DFAS, at an average price of $59.16, for a total of 17.19 Mil shares. In addition, there have been 3 sales at an average price of $57.34 for 368,882.00 shares. Based on historical transaction data and DFAS's current price of $65.25, Creative Planning's estimated gain on his DFAS holdings is $101.82 Mil, reflecting a 10.01% gain to date.
Creative Planning DFAS ($65.25) Holding Chart
Creative Planning DFAS ($65.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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