Creative Capital Management Investments’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.2K	Hold	343	–	–	0.01%	208
2026 Q1	$24.4K	Hold	343	–	–	0.01%	165
2025 Q4	$23.9K	Hold	343	–	–	0.01%	165
2025 Q3	$23.5K	Hold	343	–	–	0.01%	163
2025 Q2	$21.9K	Hold	343	–	–	0.01%	174
2025 Q1	$20.5K	Buy	+343	New	+$22.1K	0.01%	154

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Creative Capital Management Investments held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 343 shares worth $28.2K. The position accounts for 0.01% of the portfolio, ranked #208.

Creative Capital Management Investments first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Creative Capital Management Investments held 343 shares of Dimensional US Small Cap ETF worth $28.2K as of Q2 2026.
Creative Capital Management Investments left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
Dimensional US Small Cap ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #208 holding.
Creative Capital Management Investments first reported a position in Dimensional US Small Cap ETF in Q1 2025 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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