Creative Planning
Holdings in DGICA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,227,469 | 161,535 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,012,934 | 155,386 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $91,391 | 4,565 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $2,421,910 | 123,378 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $382,154 | 24,703 | Shares | Defined | 2025-02-14 |