Creative Planning
DFTX

Creative Planning’s Definium Therapeutics DFTX Stock Holding History

Creative Planning’s Portfolio DFTX Stock Details DFTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11,909
Closed -$140K – 4032
2025
Q3 		$140K Sell
11,909
-54,188
-82% -$505K ﹤0.01% 3597
2025
Q2 		$429K Buy
66,097
+1,655
+3% +$10.9K ﹤0.01% 2605
2025
Q1 		$377K Buy
+64,442
New +$462K ﹤0.01% 2558
2023
Q4 		– Sell
-218
Closed -$683 – 2954
2023
Q3 		$683 Buy
+218
New +$896 ﹤0.01% 2849
2022
Q3 		– Sell
-3,544
Closed -$34K – 2400
2022
Q2 		$34K Sell
3,544
-156
-4% -$1.97K ﹤0.01% 2093
2022
Q1 		$62K Sell
3,700
-172
-4% -$2.98K ﹤0.01% 2041
2021
Q4 		$80K Sell
3,872
-1,210
-24% -$38.6K ﹤0.01% 1967
2021
Q3 		$178K Buy
5,082
+3,606
+244% +$156K ﹤0.01% 1880
2021
Q2 		$76K Buy
+1,476
New +$77.5K ﹤0.01% 1900

Other funds holding DFTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TECP
Trails Edge Capital Partners Atlanta, Georgia $437M AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return

Creative Planning's DFTX Position: Q4 2025 in Review

Creative Planning sold out of Definium Therapeutics (DFTX) in Q4 2025, closing a stake of 11,909 shares — an estimated $140K sold.

Creative Planning first reported a position in DFTX in Q2 2021 and held it in 9 quarters. The position peaked at $429K in Q2 2025. 208 funds tracked by Wall St. Rank hold DFTX as of Q4 2025.

  • Creative Planning reported no remaining Definium Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 11,909 Definium Therapeutics shares in Q4 2025, an estimated $140K.
  • Creative Planning first reported a position in Definium Therapeutics in Q2 2021 and held it in 9 quarters.
  • Creative Planning's Definium Therapeutics position peaked at $429K in Q2 2025.
  • 208 funds tracked by Wall St. Rank held Definium Therapeutics as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.