CFD
DFUS

Creative Financial Designs’s Dimensional US Equity ETF DFUS Stock Holding History

Creative Financial Designs’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$343K Buy
4,835
+12
+0.2% +$889 0.02% 413
2025
Q4 		$358K Buy
+4,823
New +$354K 0.02% 376

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Financial Designs's DFUS Position: Q1 2026 in Review

Creative Financial Designs increased its Dimensional US Equity ETF (DFUS) stake by 0.25% in Q1 2026, buying an estimated $889 and bringing the position to 4,835 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #413.

Creative Financial Designs first reported a position in DFUS in Q4 2025 and has held it in 2 quarters since. The position peaked at $358K in Q4 2025. 851 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Creative Financial Designs held 4,835 shares of Dimensional US Equity ETF worth $343K as of Q1 2026.
  • Creative Financial Designs bought 12 Dimensional US Equity ETF shares in Q1 2026, an estimated $889.
  • Dimensional US Equity ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #413 holding.
  • Creative Financial Designs first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Creative Financial Designs's Dimensional US Equity ETF position peaked at $358K in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.