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 Q2	$63.1M	Buy	1,495,183 +120,292	+9%	+$5.08M	14.56%	3
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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Creative Capital Management Investments increased its Dimensional Core Fixed Income ETF (DFCF) stake by 8.7% in Q2 2026, buying an estimated $5.08M and bringing the position to 1,495,183 shares worth $63.1M. The position accounts for 14.56% of the portfolio, ranked #3.

Creative Capital Management Investments first reported a position in DFCF in Q4 2022 and has held it in 15 quarters since. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Creative Capital Management Investments held 1,495,183 shares of Dimensional Core Fixed Income ETF worth $63.1M as of Q2 2026.
Creative Capital Management Investments bought 120,292 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $5.08M.
Dimensional Core Fixed Income ETF made up 14.56% of Creative Capital Management Investments's portfolio in Q2 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 15 quarters since.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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