Creative Capital Management Investments’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Buy	26,629 +537	+2%	+$28K	0.4%	18
2025 Q4	$1.35M	Buy	26,092 +1,273	+5%	+$67.2K	0.41%	16
2025 Q3	$1.32M	Buy	24,819 +209	+0.8%	+$11K	0.42%	16
2025 Q2	$1.29M	Hold	24,610	–	–	0.46%	17
2025 Q1	$1.27M	Buy	24,610 +1,595	+7%	+$81.7K	0.49%	17
2024 Q4	$1.17M	Buy	23,015 +2,396	+12%	+$125K	0.49%	17
2024 Q3	$1.1M	Buy	20,619 +7,730	+60%	+$404K	0.46%	18
2024 Q2	$659K	Hold	12,889	–	–	0.32%	22
2024 Q1	$667K	Hold	12,889	–	–	0.35%	21
2023 Q4	$669K	Hold	12,889	–	–	0.39%	20
2023 Q3	$643K	Hold	12,889	–	–	0.44%	20
2023 Q2	$659K	Hold	12,889	–	–	0.47%	19
2023 Q1	$668K	Buy	+12,889	New	+$662K	0.49%	21

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

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

Creative Capital Management Investments increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.1% in Q1 2026, buying an estimated $28K and bringing the position to 26,629 shares worth $1.38M. The position accounts for 0.4% of the portfolio, ranked #18.

Creative Capital Management Investments first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Creative Capital Management Investments held 26,629 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.38M as of Q1 2026.
Creative Capital Management Investments bought 537 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $28K.
Dimensional Global Sustainability Fixed Income ETF made up 0.4% of Creative Capital Management Investments's portfolio in Q1 2026, its #18 holding.
Creative Capital Management Investments first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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