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
2019 Q4	–	Sell	-20,100	Closed	-$2K	–	2029
2019 Q3	$2K	Buy	+20,100	New	+$341K	﹤0.01%	1949

Other funds holding DBI

SHCM

Stone House Capital Management Bay Harbor Islands, Florida $90M AUM 159.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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 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 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.