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Creative Capital Management Investments’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Creative Capital Management Investments’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58M Buy
1,374,891
+135,921
+11% +$5.8M 16.66% 3
2025
Q4 		$52.7M Buy
1,238,970
+118,452
+11% +$5.07M 15.91% 3
2025
Q3 		$47.9M Buy
1,120,518
+113,557
+11% +$4.82M 15.31% 3
2025
Q2 		$42.6M Buy
1,006,961
+28,488
+3% +$1.19M 15.21% 3
2025
Q1 		$41.2M Buy
978,473
+52,624
+6% +$2.19M 15.89% 3
2024
Q4 		$38.2M Buy
925,849
+36,672
+4% +$1.54M 15.98% 3
2024
Q3 		$38.4M Buy
889,177
+104,288
+13% +$4.45M 16.05% 3
2024
Q2 		$32.6M Buy
784,889
+82,861
+12% +$3.43M 15.84% 3
2024
Q1 		$29.5M Buy
702,028
+68,533
+11% +$2.88M 15.22% 3
2023
Q4 		$26.9M Buy
633,495
+98,806
+18% +$4.04M 15.53% 3
2023
Q3 		$21.6M Buy
534,689
+117,347
+28% +$4.84M 14.8% 4
2023
Q2 		$17.4M Buy
417,342
+28,603
+7% +$1.21M 12.55% 4
2023
Q1 		$16.5M Buy
388,739
+75,863
+24% +$3.21M 12.07% 4
2022
Q4 		$13M Buy
+312,876
New +$12.9M 11.34% 3

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Creative Capital Management Investments increased its Dimensional Core Fixed Income ETF (DFCF) stake by 11% in Q1 2026, buying an estimated $5.8M and bringing the position to 1,374,891 shares worth $58M. The position accounts for 16.66% of the portfolio, ranked #3.

Creative Capital Management Investments first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Creative Capital Management Investments held 1,374,891 shares of Dimensional Core Fixed Income ETF worth $58M as of Q1 2026.
  • Creative Capital Management Investments bought 135,921 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $5.8M.
  • Dimensional Core Fixed Income ETF made up 16.66% of Creative Capital Management Investments's portfolio in Q1 2026, its #3 holding.
  • Creative Capital Management Investments first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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