Creative Planning
DJCO icon

Creative Planning’s Daily Journal DJCO Stock Holding History

Creative Planning’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$663K Sell
1,374
-867
-39% -$474K ﹤0.01% 2801
2025
Q4 		$1.09M Buy
2,241
+401
+22% +$178K ﹤0.01% 2208
2025
Q3 		$856K Buy
+1,840
New +$797K ﹤0.01% 2260
2025
Q1 		– Sell
-12
Closed -$6.82K – 3529
2024
Q4 		$6.82K Buy
+12
New +$6.42K ﹤0.01% 3401
2017
Q3 		– Sell
-300
Closed -$61K – 2331
2017
Q2 		$61K Hold
300
– – ﹤0.01% 2352
2017
Q1 		$64K Hold
300
– – ﹤0.01% 2288
2016
Q4 		$73K Sell
300
-10
-3% -$2.32K ﹤0.01% 2078
2016
Q3 		$68K Buy
310
+10
+3% +$2.26K ﹤0.01% 2126
2016
Q2 		$71K Hold
300
– – ﹤0.01% 1888
2016
Q1 		$59K Hold
300
– – ﹤0.01% 1973
2015
Q4 		$61K Hold
300
– – ﹤0.01% 1952
2015
Q3 		$56K Buy
+300
New +$59.8K ﹤0.01% 1960
2015
Q2 		– Sell
-300
Closed -$55K – 1554
2015
Q1 		$55K Hold
300
– – ﹤0.01% 1964
2014
Q4 		$79K Hold
300
– – ﹤0.01% 1680
2014
Q3 		$54K Hold
300
– – ﹤0.01% 1867
2014
Q2 		$62K Hold
300
– – ﹤0.01% 1735
2014
Q1 		$52K Hold
300
– – ﹤0.01% 1777
2013
Q4 		$58K Buy
+300
New +$44.6K ﹤0.01% 1500

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Creative Planning's DJCO Position: Q1 2026 in Review

Creative Planning reduced its Daily Journal (DJCO) stake by 39% in Q1 2026, selling an estimated $474K and leaving 1,374 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Creative Planning first reported a position in DJCO in Q4 2013 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2025. 135 funds tracked by Wall St. Rank hold DJCO as of Q1 2026.

  • Creative Planning held 1,374 shares of Daily Journal worth $663K as of Q1 2026.
  • Creative Planning sold 867 Daily Journal shares in Q1 2026, an estimated $474K.
  • Daily Journal made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2801 holding.
  • Creative Planning first reported a position in Daily Journal in Q4 2013 and has held it in 18 quarters since.
  • Creative Planning's Daily Journal position peaked at $1.09M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Daily Journal as of Q1 2026.

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