Creative Planning
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in DFNM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 DFNM | $285,166 | 5,920 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 DFNM | $504,269 | 10,510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DFNM | $496,971 | 10,478 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 DFNM | $522,604 | 10,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 DFNM | $513,336 | 10,746 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFNM | $274,056 | 5,646 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 DFNM | $266,365 | 5,576 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 DFNM | $268,149 | 5,576 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 DFNM | $243,035 | 5,010 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 DFNM | $220,260 | 4,607 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||