Creative Planning
DWSN icon

Creative Planning’s Dawson Geophysical DWSN Stock Holding History

Creative Planning’s Portfolio DWSN Stock Details DWSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4
Closed – – 4659
2017
Q1 		$0 Buy
+4
New +$28 ﹤0.01% 4701
2016
Q1 		– Sell
-1,294
Closed -$4K – 4365
2015
Q4 		$4K Hold
1,294
– – ﹤0.01% 3774
2015
Q3 		$5K Buy
+1,294
New +$5.32K ﹤0.01% 3594
2015
Q2 		– Sell
-1,294
Closed -$5K – 1587
2015
Q1 		$5K Buy
+1,294
New +$6.99K ﹤0.01% 3519
2014
Q1 		– Sell
-2
Closed – – 3655
2013
Q4 		$0 Buy
+2
New +$42 ﹤0.01% 3344
2013
Q3 		– Sell
-39
Closed -$1K – 3239
2013
Q2 		$1K Buy
+39
New +$971 ﹤0.01% 2934

Other funds holding DWSN

BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return