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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
Q2 		$78.1M Buy
1,759,594
+135,605
+8% +$5.8M 18.01% 2
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 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: Q2 2026 in Review

Creative Capital Management Investments increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.4% in Q2 2026, buying an estimated $5.8M and bringing the position to 1,759,594 shares worth $78.1M. The position accounts for 18.01% of the portfolio, ranked #2.

Creative Capital Management Investments first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. 1,218 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Creative Capital Management Investments held 1,759,594 shares of Dimensional US Core Equity 2 ETF worth $78.1M as of Q2 2026.
  • Creative Capital Management Investments bought 135,605 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $5.8M.
  • Dimensional US Core Equity 2 ETF made up 18.01% of Creative Capital Management Investments's portfolio in Q2 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 15 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.