Creative Planning
DFAC icon

Creative Planning’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Creative Planning’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$107M Buy
2,760,059
+343,039
+14% +$13.8M 0.07% 124
2025
Q4 		$95.7M Buy
2,417,020
+74,076
+3% +$2.89M 0.07% 124
2025
Q3 		$90.4M Buy
2,342,944
+7,703
+0.3% +$287K 0.07% 118
2025
Q2 		$83.7M Buy
2,335,241
+17,231
+0.7% +$575K 0.07% 115
2025
Q1 		$76.5M Buy
2,318,010
+20,024
+0.9% +$695K 0.07% 115
2024
Q4 		$79.5M Sell
2,297,986
-50,188
-2% -$1.77M 0.08% 106
2024
Q3 		$80.5M Buy
2,348,174
+53,028
+2% +$1.75M 0.08% 104
2024
Q2 		$74M Buy
2,295,146
+331,197
+17% +$10.4M 0.08% 105
2024
Q1 		$62.7M Buy
1,963,949
+41,458
+2% +$1.25M 0.07% 112
2023
Q4 		$56.2M Buy
1,922,491
+806,736
+72% +$21.8M 0.1% 113
2023
Q3 		$29.2M Buy
1,115,755
+16,075
+1% +$439K 0.04% 186
2023
Q2 		$29.9M Buy
1,099,680
+24,808
+2% +$639K 0.04% 177
2023
Q1 		$27.4M Sell
1,074,872
-201,983
-16% -$5.12M 0.04% 180
2022
Q4 		$31M Buy
1,276,855
+644,761
+102% +$15.7M 0.05% 153
2022
Q3 		$14.1M Sell
632,094
-4,351
-0.7% -$107K 0.02% 240
2022
Q2 		$14.8M Buy
636,445
+323,127
+103% +$8.18M 0.02% 241
2022
Q1 		$8.64M Buy
313,318
+13,793
+5% +$378K 0.01% 343
2021
Q4 		$8.68M Buy
299,525
+4,274
+1% +$121K 0.01% 314
2021
Q3 		$7.84M Buy
295,251
+41,767
+16% +$1.13M 0.01% 311
2021
Q2 		$6.84M Buy
+253,484
New +$6.74M 0.01% 335

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Creative Planning's DFAC Position: Q1 2026 in Review

Creative Planning increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 14% in Q1 2026, buying an estimated $13.8M and bringing the position to 2,760,059 shares worth $107M. The position accounts for 0.07% of the portfolio, ranked #124.

Creative Planning first reported a position in DFAC in Q2 2021 and has held it in 20 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Creative Planning held 2,760,059 shares of Dimensional US Core Equity 2 ETF worth $107M as of Q1 2026.
  • Creative Planning bought 343,039 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $13.8M.
  • Dimensional US Core Equity 2 ETF made up 0.07% of Creative Planning's portfolio in Q1 2026, its #124 holding.
  • Creative Planning first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

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