Creative Planning
DCH

Creative Planning’s Dauch Corp DCH Stock Holding History

Creative Planning’s Portfolio DCH Stock Details DCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Buy
194,036
+33,217
+21% +$231K ﹤0.01% 2344
2025
Q4 		$1.03M Buy
160,819
+32,560
+25% +$202K ﹤0.01% 2256
2025
Q3 		$771K Buy
128,259
+26,445
+26% +$142K ﹤0.01% 2362
2025
Q2 		$415K Sell
101,814
-22,710
-18% -$91.5K ﹤0.01% 2630
2025
Q1 		$507K Buy
124,524
+112,453
+932% +$577K ﹤0.01% 2275
2024
Q4 		$70.4K Sell
12,071
-927
-7% -$5.8K ﹤0.01% 3205
2024
Q3 		$80.3K Buy
+12,998
New +$84.6K ﹤0.01% 3045
2017
Q3 		– Sell
-1,372
Closed -$21K – 2030
2017
Q2 		$21K Buy
1,372
+150
+12% +$2.44K ﹤0.01% 3148
2017
Q1 		$23K Sell
1,222
-2,600
-68% -$51.9K ﹤0.01% 3027
2016
Q4 		$74K Buy
3,822
+361
+10% +$6.12K ﹤0.01% 2064
2016
Q3 		$60K Buy
3,461
+39
+1% +$655 ﹤0.01% 2208
2016
Q2 		$50K Buy
3,422
+1,400
+69% +$21.8K ﹤0.01% 2133
2016
Q1 		$31K Buy
2,022
+100
+5% +$1.44K ﹤0.01% 2424
2015
Q4 		$36K Buy
1,922
+722
+60% +$15.2K ﹤0.01% 2385
2015
Q3 		$24K Buy
+1,200
New +$24.3K ﹤0.01% 2577
2015
Q2 		– Sell
-900
Closed -$23K – 1246
2015
Q1 		$23K Hold
900
– – ﹤0.01% 2608
2014
Q4 		$20K Sell
900
-825
-48% -$16.4K ﹤0.01% 2641
2014
Q3 		$29K Buy
1,725
+825
+92% +$15.2K ﹤0.01% 2272
2014
Q2 		$17K Hold
900
– – ﹤0.01% 2576
2014
Q1 		$17K Sell
900
-100
-10% -$1.92K ﹤0.01% 2471
2013
Q4 		$20K Hold
1,000
– – ﹤0.01% 2178
2013
Q3 		$20K Sell
1,000
-1,000
-50% -$19.7K ﹤0.01% 2093
2013
Q2 		$37K Buy
+2,000
New +$31.3K ﹤0.01% 1539

Other funds holding DCH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's DCH Position: Q1 2026 in Review

Creative Planning increased its Dauch Corp (DCH) stake by 21% in Q1 2026, buying an estimated $231K and bringing the position to 194,036 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2344.

Creative Planning first reported a position in DCH in Q2 2013 and has held it in 23 quarters since. 296 funds tracked by Wall St. Rank hold DCH as of Q1 2026.

  • Creative Planning held 194,036 shares of Dauch Corp worth $1.15M as of Q1 2026.
  • Creative Planning bought 33,217 Dauch Corp shares in Q1 2026, an estimated $231K.
  • Dauch Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2344 holding.
  • Creative Planning first reported a position in Dauch Corp in Q2 2013 and has held it in 23 quarters since.
  • 296 funds tracked by Wall St. Rank held Dauch Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.