Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in DIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $51,861,672 | 107,917 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $49,567,313 | 106,886 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $47,297,608 | 107,336 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $43,900,972 | 104,556 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $41,838,563 | 98,328 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $37,210,018 | 87,942 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $636,758 | 1,628 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $32,930,550 | 82,790 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $30,564,910 | 81,102 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $18,683,845 | 55,781 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $19,720,828 | 57,353 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $28,993,819 | 87,168 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $19,868,866 | 59,967 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $17,237,425 | 59,998 | Shares | Sole | 2022-11-03 |
| 2022-09-30 | $2,873,000 | 10,000 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $19,296,312 | 62,687 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $18,429,158 | 53,136 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $19,856,891 | 54,654 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $18,836,325 | 55,681 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,810,987 | 5,250 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $20,827,094 | 63,078 | Shares | Sole | 2021-04-30 |
| 2021-03-31 | $66,036 | 200 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $61,158 | 200 | Shares | Sole | 2021-01-29 |
| 2020-12-31 | $18,561,147 | 60,699 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $16,602,270 | 59,828 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $8,917,660 | 34,582 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $7,636,219 | 34,832 | Shares | Sole | 2020-05-05 |
| 2020-03-31 | $65,769 | 300 | Shares | Sole | 2020-05-05 |