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Dave shares owned by Creative Planning

Quarter-by-quarter ownership of Dave (DAVE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Dave

Tip: Access up to 7 years of quarterly data

All positions including Dave held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dave by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 5.3k 199.35
2025-06-30 $1.4M 5.1k 268.41
2025-03-31 $407k 4.9k 82.66
2024-12-31 $405k 4.7k 86.92

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Ishares Core Msci Emkt (IEMG)
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
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View all positions for Creative Planning

Top funds holding Dave

Hood River Capital Management
Divisadero Street Capital Management
Susquehanna International
BlackRock
Vanguard Group
Renaissance Technologies
Citadel Advisors
D. E. Shaw & Co
Driehaus Capital Management
Jane Street
Whetstone Capital Advisors
Geode Capital Management
American Century Companies
State Street Corporation
Ameriprise Financial

View all funds holding Dave