Creative Planning
Holdings in DXYZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $358,738 | 11,712 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $282,056 | 7,405 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $297,488 | 8,406 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $409,842 | 6,963 | Shares | Sole | 2025-02-14 |