Creative Capital Management Investments’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.1M	Buy	623,432 +30,540	+5%	+$1.18M	5.78%	7
2026 Q1	$20.1M	Sell	592,892 -9,844	-2%	-$344K	5.76%	7
2025 Q4	$19.6M	Buy	602,736 +16,221	+3%	+$522K	5.92%	7
2025 Q3	$18.5M	Buy	586,515 +21,814	+4%	+$657K	5.91%	7
2025 Q2	$16.3M	Buy	564,701 +4,707	+0.8%	+$126K	5.84%	7
2025 Q1	$14.5M	Buy	559,994 +19,964	+4%	+$518K	5.6%	7
2024 Q4	$13.7M	Buy	540,030 +17,371	+3%	+$460K	5.73%	6
2024 Q3	$14.3M	Buy	522,659 +49,862	+11%	+$1.3M	5.99%	6
2024 Q2	$12.2M	Buy	472,797 +14,357	+3%	+$364K	5.94%	6
2024 Q1	$11.3M	Buy	458,440 +33,610	+8%	+$806K	5.86%	6
2023 Q4	$10.2M	Buy	424,830 +30,899	+8%	+$706K	5.92%	6
2023 Q3	$8.89M	Buy	393,931 +32,525	+9%	+$767K	6.09%	5
2023 Q2	$8.48M	Buy	361,406 +16,202	+5%	+$375K	6.11%	5
2023 Q1	$7.95M	Buy	345,204 +53,445	+18%	+$1.23M	5.81%	6
2022 Q4	$6.41M	Buy	+291,759	New	+$6.21M	5.59%	6

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Capital Management Investments's DFAE Position: Q2 2026 in Review

Creative Capital Management Investments increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 5.2% in Q2 2026, buying an estimated $1.18M and bringing the position to 623,432 shares worth $25.1M. The position accounts for 5.78% of the portfolio, ranked #7.

Creative Capital Management Investments first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Creative Capital Management Investments held 623,432 shares of Dimensional Emerging Core Equity Market ETF worth $25.1M as of Q2 2026.
Creative Capital Management Investments bought 30,540 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.18M.
Dimensional Emerging Core Equity Market ETF made up 5.78% of Creative Capital Management Investments's portfolio in Q2 2026, its #7 holding.
Creative Capital Management Investments first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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