Creative Planning
DBI icon

Creative Planning’s Designer Brands DBI Stock Holding History

Creative Planning’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,101
Closed -$163K – 3614
2024
Q3 		$163K Buy
22,101
+10,103
+84% +$70.7K ﹤0.01% 2905
2024
Q2 		$81.9K Buy
+11,998
New +$106K ﹤0.01% 2877
2019
Q4 		– Sell
-24,447
Closed -$419K – 2030
2019
Q3 		$419K Buy
24,447
+9,405
+63% +$160K ﹤0.01% 1171
2019
Q2 		$288K Buy
15,042
+377
+3% +$7.7K ﹤0.01% 1398
2019
Q1 		$326K Buy
14,665
+3,800
+35% +$99.5K ﹤0.01% 1287
2018
Q4 		$268K Sell
10,865
-55,253
-84% -$1.48M ﹤0.01% 1303
2018
Q3 		$2.24M Buy
+66,118
New +$1.93M 0.01% 455
2017
Q3 		– Sell
-900
Closed -$16K – 2305
2017
Q2 		$16K Sell
900
-105
-10% -$1.96K ﹤0.01% 3313
2017
Q1 		$21K Buy
1,005
+105
+12% +$2.18K ﹤0.01% 3092
2016
Q4 		$20K Buy
900
+527
+141% +$12K ﹤0.01% 3078
2016
Q3 		$8K Buy
373
+73
+24% +$1.71K ﹤0.01% 3634
2016
Q2 		$6K Sell
300
-750
-71% -$17.3K ﹤0.01% 3527
2016
Q1 		$29K Buy
1,050
+550
+110% +$13.8K ﹤0.01% 2481
2015
Q4 		$12K Buy
500
+300
+150% +$7.21K ﹤0.01% 3175
2015
Q3 		$5K Buy
+200
New +$6.22K ﹤0.01% 3590
2015
Q2 		– Sell
-560
Closed -$21K – 1526
2015
Q1 		$21K Buy
560
+60
+12% +$2.2K ﹤0.01% 2675
2014
Q4 		$19K Buy
500
+434
+658% +$14.2K ﹤0.01% 2683
2014
Q3 		$2K Buy
+66
New +$1.89K ﹤0.01% 3644

Other funds holding DBI

SHCM
Stone House Capital Management Bay Harbor Islands, Florida $90M AUM 159.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning's DBI Position: Q4 2024 in Review

Creative Planning sold out of Designer Brands (DBI) in Q4 2024, closing a stake of 22,101 shares — an estimated $163K sold.

Creative Planning first reported a position in DBI in Q3 2014 and held it in 18 quarters. The position peaked at $2.24M in Q3 2018. 152 funds tracked by Wall St. Rank hold DBI as of Q4 2024.

  • Creative Planning reported no remaining Designer Brands position as of Q4 2024 after selling out during the quarter.
  • Creative Planning sold 22,101 Designer Brands shares in Q4 2024, an estimated $163K.
  • Creative Planning first reported a position in Designer Brands in Q3 2014 and held it in 18 quarters.
  • Creative Planning's Designer Brands position peaked at $2.24M in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Designer Brands as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.