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Creative Financial Designs’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Creative Financial Designs’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.94K Hold
115
– – ﹤0.01% 1663
2026
Q1 		$5.17K Buy
115
+1
+0.9% +$47 ﹤0.01% 1575
2025
Q4 		$5.35K Hold
114
– – ﹤0.01% 1504
2025
Q3 		$5.22K Hold
114
– – ﹤0.01% 1524
2025
Q2 		$4.82K Sell
114
-8,224
-99% -$322K ﹤0.01% 1537
2025
Q1 		$321K Buy
8,338
+19
+0.2% +$771 0.03% 351
2024
Q4 		$337K Buy
8,319
+32
+0.4% +$1.31K 0.03% 346
2024
Q3 		$329K Buy
8,287
+23
+0.3% +$878 0.03% 352
2024
Q2 		$310K Buy
8,264
+22
+0.3% +$799 0.03% 349
2024
Q1 		$301K Buy
8,242
+18
+0.2% +$623 0.03% 338
2023
Q4 		$273K Buy
8,224
+33
+0.4% +$1.02K 0.03% 330
2023
Q3 		$245K Buy
8,191
+28
+0.3% +$872 0.03% 302
2023
Q2 		$253K Hold
8,163
– – 0.03% 304
2023
Q1 		$235K Buy
+8,163
New +$231K 0.03% 303

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

Creative Financial Designs's DFAU Position: Q2 2026 in Review

Creative Financial Designs held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 115 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Creative Financial Designs first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $337K in Q4 2024. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Creative Financial Designs held 115 shares of Dimensional US Core Equity Market ETF worth $5.94K as of Q2 2026.
  • Creative Financial Designs left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity Market ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1663 holding.
  • Creative Financial Designs first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Creative Financial Designs's Dimensional US Core Equity Market ETF position peaked at $337K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.