Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in DHY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $142,754 | 71,377 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $149,096 | 72,377 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $156,293 | 73,377 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $192,485 | 90,795 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $195,489 | 91,350 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $206,104 | 90,795 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $183,405 | 90,795 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $183,405 | 90,795 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $216,518 | 109,353 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $219,928 | 116,983 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $221,097 | 116,983 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $221,097 | 116,983 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $205,890 | 116,983 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $205,890 | 116,983 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $221,097 | 116,983 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $255,022 | 116,983 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $301,298 | 121,983 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $301,298 | 121,983 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $306,177 | 121,983 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $296,871 | 123,183 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $40,367 | 17,705 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $36,513 | 17,305 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $36,610 | 18,305 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $33,498 | 18,305 | Shares | Sole | 2020-05-05 |