Creative Planning

Position in DIA — DIA ETF

CIK 1540235 OVERLAND PARK, KS

All Filings in DIA

30 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,836,262	112,629	+2.2%	Shares	Defined	2026-08-13
2026-03-31	$51,067,160	110,251	+0.6%	Shares	Defined	2026-05-12
2025-12-31	$52,668,549	109,596	+0.9%	Shares	Sole	2026-02-17
2025-09-30	$50,345,932	108,565	+1.1%	Shares	Sole	2025-11-14
2025-06-30	$47,297,608	107,336	+2.7%	Shares	Defined	2025-08-08
2025-03-31	$43,900,972	104,556	+6.3%	Shares	Defined	2025-05-15
2024-12-31	$41,838,563	98,328	+11.8%	Shares	Defined	2025-02-14
2024-09-30	$37,210,018	87,942	+1.9%	Shares	Defined	2024-10-11
2024-06-30	$33,767,424	86,333	+2.3%	Shares	Defined	2024-08-15
2024-03-31	$33,578,103	84,418	+4.1%	Shares	Sole	2024-05-13
2023-12-31	$30,564,910	81,102	+41.2%	Shares	Defined	2024-02-14
2023-09-30	$19,243,881	57,453	+0.2%	Shares	Sole	2023-11-16
2023-06-30	$19,720,828	57,353	-34.2%	Shares	Defined	2023-07-21
2023-03-31	$28,993,819	87,168	+45.4%	Shares	Sole	2023-05-15
2022-12-31	$19,868,866	59,967	-0.1%	Shares	Sole	2023-02-10
2022-09-30	$17,237,425	59,998	-4.3%	Shares	Sole	2022-11-03
2022-09-30	$2,873,000	10,000	+4900.0%	Put	Sole	2022-11-03
2022-06-30	$19,296,312	62,687	+18.0%	Shares	Sole	2022-08-15
2022-03-31	$18,429,158	53,136	-2.8%	Shares	Sole	2022-05-16
2021-12-31	$19,856,891	54,654	-1.8%	Shares	Sole	2022-02-11
2021-09-30	$18,836,325	55,681	-7.8%	Shares	Sole	2021-11-10
2021-06-30	$20,826,355	60,375	-4.3%	Shares	Sole	2021-08-04
2021-03-31	$20,827,094	63,078	+3.9%	Shares	Sole	2021-04-30
2021-03-31	$66,036	200	0.0%	Put	Sole	2021-04-30
2020-12-31	$1,000	200	—	Put	Sole	2021-01-29
2020-12-31	$18,561,147	60,699	+1.5%	Shares	Sole	2021-01-29
2020-09-30	$16,602,270	59,828	+73.0%	Shares	Sole	2020-11-05
2020-06-30	$8,917,660	34,582	-0.7%	Shares	Sole	2020-07-23
2020-03-31	$7,636,219	34,832	—	Shares	Sole	2020-05-05
2020-03-31	$5,000	300	—	Call	Sole	2020-05-05
No filing history on record for this holder in this stock.