Creative Capital Management Investments’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$740K	Hold	15,143	–	–	0.17%	29
2026 Q1	$642K	Buy	15,143 +7,045	+87%	+$310K	0.18%	24
2025 Q4	$336K	Sell	8,098 -1,559	-16%	-$64.5K	0.1%	37
2025 Q3	$397K	Hold	9,657	–	–	0.13%	32
2025 Q2	$368K	Sell	9,657 -266	-3%	-$9.32K	0.13%	33
2025 Q1	$334K	Sell	9,923 -145	-1%	-$4.91K	0.13%	36
2024 Q4	$334K	Buy	10,068 +2,602	+35%	+$89.6K	0.14%	36
2024 Q3	$264K	Buy	7,466 +89	+1%	+$3.01K	0.11%	42
2024 Q2	$247K	Hold	7,377	–	–	0.12%	39
2024 Q1	$238K	Buy	7,377 +2,801	+61%	+$87.5K	0.12%	40
2023 Q4	$145K	Buy	4,576 +27	+0.6%	+$807	0.08%	45
2023 Q3	$134K	Hold	4,549	–	–	0.09%	48
2023 Q2	$138K	Hold	4,549	–	–	0.1%	47
2023 Q1	$136K	Buy	+4,549	New	+$135K	0.1%	58

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

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

QFA

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

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Creative Capital Management Investments held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 15,143 shares worth $740K. The position accounts for 0.17% of the portfolio, ranked #29.

Creative Capital Management Investments first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Creative Capital Management Investments held 15,143 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $740K as of Q2 2026.
Creative Capital Management Investments left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.17% of Creative Capital Management Investments's portfolio in Q2 2026, its #29 holding.
Creative Capital Management Investments first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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