Creative Planning
DSGR icon

Creative Planning’s Distribution Solutions Group DSGR Stock Holding History

Creative Planning’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$231K Buy
+8,804
New +$246K ﹤0.01% 3631
2017
Q3 		– Sell
-600
Closed -$7K – 2348
2017
Q2 		$7K Hold
600
– – ﹤0.01% 3811
2017
Q1 		$7K Sell
600
-1,000
-63% -$12.5K ﹤0.01% 3783
2016
Q4 		$19K Buy
1,600
+1,000
+167% +$10.7K ﹤0.01% 3113
2016
Q3 		$5K Hold
600
– – ﹤0.01% 3863
2016
Q2 		$6K Buy
+600
New +$5.91K ﹤0.01% 3529

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $1.6B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return