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Creative Capital Management Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Creative Capital Management Investments’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-509
Closed -$23.3K – 311
2025
Q3 		$23.3K Hold
509
– – 0.01% 164
2025
Q2 		$21.6K Hold
509
– – 0.01% 175
2025
Q1 		$19.6K Hold
509
– – 0.01% 155
2024
Q4 		$20.6K Sell
509
-482
-49% -$19.7K 0.01% 151
2024
Q3 		$39.3K Hold
991
– – 0.02% 108
2024
Q2 		$37.2K Hold
991
– – 0.02% 99
2024
Q1 		$36.2K Sell
991
-322
-25% -$11.2K 0.02% 101
2023
Q4 		$43.7K Hold
1,313
– – 0.03% 91
2023
Q3 		$39.3K Hold
1,313
– – 0.03% 95
2023
Q2 		$40.7K Hold
1,313
– – 0.03% 92
2023
Q1 		$37.8K Sell
1,313
-2,186
-62% -$61.8K 0.03% 106
2022
Q4 		$95K Buy
+3,499
New +$95.1K 0.08% 57

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Creative Capital Management Investments's DFAU Position: Q4 2025 in Review

Creative Capital Management Investments sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2025, closing a stake of 509 shares — an estimated $23.3K sold.

Creative Capital Management Investments first reported a position in DFAU in Q4 2022 and held it in 12 quarters. The position peaked at $95K in Q4 2022. 560 funds tracked by Wall St. Rank hold DFAU as of Q4 2025.

  • Creative Capital Management Investments reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Capital Management Investments sold 509 Dimensional US Core Equity Market ETF shares in Q4 2025, an estimated $23.3K.
  • Creative Capital Management Investments first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and held it in 12 quarters.
  • Creative Capital Management Investments's Dimensional US Core Equity Market ETF position peaked at $95K in Q4 2022.
  • 560 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2025.

Based on Creative Capital Management Investments's 13F filing for Q4 2025, filed 23 Jan 2026.