CCMI
DFSU

Creative Capital Management Investments’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Creative Capital Management Investments’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2M Buy
42,787
+216
+0.5% +$9.77K 0.46% 17
2026
Q1 		$1.75M Buy
42,571
+25,714
+153% +$1.11M 0.5% 13
2025
Q4 		$732K Sell
16,857
-449
-3% -$19.3K 0.22% 24
2025
Q3 		$735K Sell
17,306
-41
-0.2% -$1.68K 0.23% 23
2025
Q2 		$681K Buy
17,347
+137
+0.8% +$5K 0.24% 23
2025
Q1 		$616K Sell
17,210
-1,008
-6% -$38.3K 0.24% 24
2024
Q4 		$690K Sell
18,218
-1,125
-6% -$43.1K 0.29% 24
2024
Q3 		$719K Buy
19,343
+9,975
+106% +$356K 0.3% 22
2024
Q2 		$327K Hold
9,368
– – 0.16% 28
2024
Q1 		$322K Buy
9,368
+4,361
+87% +$142K 0.17% 27
2023
Q4 		$156K Buy
5,007
+474
+10% +$13.7K 0.09% 42
2023
Q3 		$126K Buy
4,533
+1,730
+62% +$50K 0.09% 50
2023
Q2 		$80.5K Hold
2,803
– – 0.06% 69
2023
Q1 		$74.6K Buy
+2,803
New +$73.7K 0.05% 83

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Creative Capital Management Investments increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.51% in Q2 2026, buying an estimated $9.77K and bringing the position to 42,787 shares worth $2M. The position accounts for 0.46% of the portfolio, ranked #17.

Creative Capital Management Investments first reported a position in DFSU in Q1 2023 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Creative Capital Management Investments held 42,787 shares of Dimensional US Sustainability Core 1 ETF worth $2M as of Q2 2026.
  • Creative Capital Management Investments bought 216 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $9.77K.
  • Dimensional US Sustainability Core 1 ETF made up 0.46% of Creative Capital Management Investments's portfolio in Q2 2026, its #17 holding.
  • Creative Capital Management Investments first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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