Creative Financial Designs’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Creative Financial Designs’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.95M	Buy	212,109 +211,959	+141,306%	+$8.96M	0.43%	59
2026 Q1	$6.33K	Hold	150	–	–	﹤0.01%	1523
2025 Q4	$6.38K	Hold	150	–	–	﹤0.01%	1454
2025 Q3	$6.41K	Hold	150	–	–	﹤0.01%	1472
2025 Q2	$6.34K	Hold	150	–	–	﹤0.01%	1463
2025 Q1	$6.31K	Hold	150	–	–	﹤0.01%	1422
2024 Q4	$6.19K	Hold	150	–	–	﹤0.01%	1377
2024 Q3	$6.48K	Hold	150	–	–	﹤0.01%	1312
2024 Q2	$6.23K	Hold	150	–	–	﹤0.01%	1276
2024 Q1	$6.29K	Sell	150 -200	-57%	-$8.4K	﹤0.01%	1260
2023 Q4	$14.8K	Hold	350	–	–	﹤0.01%	984
2023 Q3	$14.1K	Sell	350 -153	-30%	-$6.31K	﹤0.01%	934
2023 Q2	$21K	Buy	503 +1	+0.2%	+$42	﹤0.01%	838
2023 Q1	$21.4K	Hold	502	–	–	﹤0.01%	795
2022 Q4	$20.8K	Buy	502 +1	+0.2%	+$41	﹤0.01%	758
2022 Q3	$20K	Buy	+501	New	+$21.7K	﹤0.01%	733

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Creative Financial Designs increased its Dimensional Core Fixed Income ETF (DFCF) stake by 141,306% in Q2 2026, buying an estimated $8.96M and bringing the position to 212,109 shares worth $8.95M. The position accounts for 0.43% of the portfolio, ranked #59.

Creative Financial Designs first reported a position in DFCF in Q3 2022 and has held it in 16 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Creative Financial Designs held 212,109 shares of Dimensional Core Fixed Income ETF worth $8.95M as of Q2 2026.
Creative Financial Designs bought 211,959 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $8.96M.
Dimensional Core Fixed Income ETF made up 0.43% of Creative Financial Designs's portfolio in Q2 2026, its #59 holding.
Creative Financial Designs first reported a position in Dimensional Core Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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