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DV shares owned by Creative Planning

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

Historical chart of Creative Planning investment in DV

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in DV by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.0M 89k 11.44
2025-09-30 $484k 40k 11.98
2025-06-30 $387k 26k 14.97
2025-03-31 $293k 22k 13.37
2024-12-31 $1.5k 79 19.22
2023-03-31 $121 4 30.25

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding DV

BlackRock
Providence Equity Partners
Vanguard Group
Mackenzie Financial
State Street Corporation
Dimensional Fund Advisors
Van Berkom & Associates
Burgundy Asset Management
Assenagon Asset Management
Disciplined Growth Investors
Geode Capital Management
Invenomic Capital Management
AQR Capital Management
Bnp Paribas Arbitrage, Snc
D. E. Shaw & Co

View all funds holding DV