Creative Capital Management Investments’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Creative Capital Management Investments’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.1M	Buy	1,623,989 +39,428	+2%	+$1.59M	18.11%	2
2025 Q4	$62.7M	Buy	1,584,561 +19,321	+1%	+$754K	18.93%	2
2025 Q3	$60.4M	Buy	1,565,240 +88,416	+6%	+$3.3M	19.29%	2
2025 Q2	$52.9M	Buy	1,476,824 +37,490	+3%	+$1.25M	18.92%	2
2025 Q1	$47.5M	Buy	1,439,334 +14,653	+1%	+$509K	18.33%	2
2024 Q4	$49.3M	Buy	1,424,681 +18,154	+1%	+$639K	20.6%	1
2024 Q3	$48.2M	Buy	1,406,527 +146,934	+12%	+$4.85M	20.16%	1
2024 Q2	$40.6M	Buy	1,259,593 +80,237	+7%	+$2.53M	19.73%	1
2024 Q1	$37.7M	Buy	1,179,356 +139,578	+13%	+$4.21M	19.48%	1
2023 Q4	$30.4M	Buy	1,039,778 +90,912	+10%	+$2.46M	17.57%	1
2023 Q3	$24.9M	Buy	948,866 +99,211	+12%	+$2.71M	17.04%	2
2023 Q2	$23.1M	Buy	849,655 +115,078	+16%	+$2.97M	16.62%	2
2023 Q1	$18.7M	Buy	734,577 +221,274	+43%	+$5.61M	13.68%	3
2022 Q4	$12.5M	Buy	+513,303	New	+$12.5M	10.88%	4

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Creative Capital Management Investments's DFAC Position: Q1 2026 in Review

Creative Capital Management Investments increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 2.5% in Q1 2026, buying an estimated $1.59M and bringing the position to 1,623,989 shares worth $63.1M. The position accounts for 18.11% of the portfolio, ranked #2.

Creative Capital Management Investments first reported a position in DFAC in Q4 2022 and has held it in 14 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Creative Capital Management Investments held 1,623,989 shares of Dimensional US Core Equity 2 ETF worth $63.1M as of Q1 2026.
Creative Capital Management Investments bought 39,428 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $1.59M.
Dimensional US Core Equity 2 ETF made up 18.11% of Creative Capital Management Investments's portfolio in Q1 2026, its #2 holding.
Creative Capital Management Investments first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.