Creative Planning
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Creative Planning’s Dyne Therapeutics DYN Stock Holding History

Creative Planning’s Portfolio DYN Stock Details DYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$774K Buy
34,857
+4,912
+16% +$91.3K ﹤0.01% 2860
2026
Q1 		$543K Buy
29,945
+10,174
+51% +$175K ﹤0.01% 2976
2025
Q4 		$387K Buy
19,771
+4,244
+27% +$80.4K ﹤0.01% 3051
2025
Q3 		$196K Buy
15,527
+986
+7% +$11.2K ﹤0.01% 3497
2025
Q2 		$138K Buy
14,541
+2,797
+24% +$30.8K ﹤0.01% 3357
2025
Q1 		$123K Buy
+11,744
New +$168K ﹤0.01% 3210
2024
Q4 		– Sell
-10,605
Closed -$381K – 3616
2024
Q3 		$381K Buy
10,605
+3,111
+42% +$124K ﹤0.01% 2335
2024
Q2 		$264K Buy
+7,494
New +$218K ﹤0.01% 2462

Other funds holding DYN

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's DYN Position: Q2 2026 in Review

Creative Planning increased its Dyne Therapeutics (DYN) stake by 16% in Q2 2026, buying an estimated $91.3K and bringing the position to 34,857 shares worth $774K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Creative Planning first reported a position in DYN in Q2 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold DYN as of Q2 2026.

  • Creative Planning held 34,857 shares of Dyne Therapeutics worth $774K as of Q2 2026.
  • Creative Planning bought 4,912 Dyne Therapeutics shares in Q2 2026, an estimated $91.3K.
  • Dyne Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2860 holding.
  • Creative Planning first reported a position in Dyne Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held Dyne Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.