Creative Planning
DV icon

Creative Planning’s DoubleVerify DV Stock Holding History

Creative Planning’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.18M Buy
229,024
+139,647
+156% +$1.43M ﹤0.01% 1828
2025
Q4 		$1.02M Buy
89,377
+49,011
+121% +$541K ﹤0.01% 2263
2025
Q3 		$484K Buy
40,366
+14,539
+56% +$216K ﹤0.01% 2755
2025
Q2 		$387K Buy
25,827
+3,900
+18% +$53.4K ﹤0.01% 2687
2025
Q1 		$293K Buy
21,927
+21,848
+27,656% +$405K ﹤0.01% 2778
2024
Q4 		$1.52K Buy
+79
New +$1.49K ﹤0.01% 3489
2023
Q2 		– Sell
-4
Closed -$121 – 2701
2023
Q1 		$121 Buy
+4
New +$105 ﹤0.01% 2627

Other funds holding DV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return