Creative Planning
DAVE icon

Creative Planning’s Dave Inc DAVE Stock Holding History

Creative Planning’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.23M Buy
7,060
+2,086
+42% +$405K ﹤0.01% 2290
2025
Q4 		$1.1M Sell
4,974
-280
-5% -$60.2K ﹤0.01% 2200
2025
Q3 		$1.05M Buy
5,254
+142
+3% +$30.7K ﹤0.01% 2070
2025
Q2 		$1.37M Buy
5,112
+188
+4% +$29.6K ﹤0.01% 1607
2025
Q1 		$407K Buy
4,924
+265
+6% +$24.8K ﹤0.01% 2487
2024
Q4 		$405K Buy
+4,659
New +$312K ﹤0.01% 2424

Other funds holding DAVE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning's DAVE Position: Q1 2026 in Review

Creative Planning increased its Dave Inc (DAVE) stake by 42% in Q1 2026, buying an estimated $405K and bringing the position to 7,060 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Creative Planning first reported a position in DAVE in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2025. 272 funds tracked by Wall St. Rank hold DAVE as of Q1 2026.

  • Creative Planning held 7,060 shares of Dave Inc worth $1.23M as of Q1 2026.
  • Creative Planning bought 2,086 Dave Inc shares in Q1 2026, an estimated $405K.
  • Dave Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2290 holding.
  • Creative Planning first reported a position in Dave Inc in Q4 2024 and has held it in 6 quarters since.
  • Creative Planning's Dave Inc position peaked at $1.37M in Q2 2025.
  • 272 funds tracked by Wall St. Rank held Dave Inc as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.