Creative Capital Management Investments’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	48,039 +1,606	+3%	+$72.2K	0.5%	13
2026 Q1	$1.97M	Buy	46,433 +17,653	+61%	+$782K	0.57%	11
2025 Q4	$1.23M	Hold	28,780	–	–	0.37%	17
2025 Q3	$1.18M	Buy	28,780 +3,398	+13%	+$136K	0.38%	18
2025 Q2	$1M	Hold	25,382	–	–	0.36%	18
2025 Q1	$886K	Buy	25,382 +4,241	+20%	+$147K	0.34%	20
2024 Q4	$694K	Buy	21,141 +5,155	+32%	+$175K	0.29%	23
2024 Q3	$571K	Buy	15,986 +7,473	+88%	+$256K	0.24%	23
2024 Q2	$280K	Hold	8,513	–	–	0.14%	32
2024 Q1	$287K	Buy	8,513 +6,758	+385%	+$218K	0.15%	31
2023 Q4	$56.2K	Buy	1,755 +287	+20%	+$8.46K	0.03%	83
2023 Q3	$42.1K	Hold	1,468	–	–	0.03%	93
2023 Q2	$44.7K	Hold	1,468	–	–	0.03%	88
2023 Q1	$44.1K	Buy	+1,468	New	+$43.3K	0.03%	99

Other funds holding DFSI

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

MPW

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

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

QFA

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

Francis Financial $610M AUM 16.1% 1-Year Est. Return

AWP

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

FOA

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Creative Capital Management Investments increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 3.5% in Q2 2026, buying an estimated $72.2K and bringing the position to 48,039 shares worth $2.17M. The position accounts for 0.5% of the portfolio, ranked #13.

Creative Capital Management Investments first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Creative Capital Management Investments held 48,039 shares of Dimensional International Sustainability Core 1 ETF worth $2.17M as of Q2 2026.
Creative Capital Management Investments bought 1,606 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $72.2K.
Dimensional International Sustainability Core 1 ETF made up 0.5% of Creative Capital Management Investments's portfolio in Q2 2026, its #13 holding.
Creative Capital Management Investments first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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