Creative Planning
DFAE icon

Creative Planning’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Creative Planning’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.6M Sell
1,407,715
-33,192
-2% -$1.28M 0.03% 221
2026
Q1 		$48.8M Sell
1,440,907
-50,116
-3% -$1.75M 0.03% 224
2025
Q4 		$48.6M Sell
1,491,023
-14,873
-1% -$479K 0.03% 206
2025
Q3 		$47.5M Sell
1,505,896
-29,649
-2% -$893K 0.04% 193
2025
Q2 		$44.5M Sell
1,535,545
-40,769
-3% -$1.09M 0.04% 194
2025
Q1 		$40.8M Sell
1,576,314
-41,868
-3% -$1.09M 0.04% 200
2024
Q4 		$41.1M Sell
1,618,182
-68,694
-4% -$1.82M 0.04% 174
2024
Q3 		$46.2M Sell
1,686,876
-54,258
-3% -$1.41M 0.05% 150
2024
Q2 		$45M Buy
1,741,134
+91,012
+6% +$2.31M 0.05% 151
2024
Q1 		$40.8M Sell
1,650,122
-109,708
-6% -$2.63M 0.05% 157
2023
Q4 		$42.4M Sell
1,759,830
-54,915
-3% -$1.26M 0.08% 139
2023
Q3 		$41M Sell
1,814,745
-38,114
-2% -$899K 0.05% 146
2023
Q2 		$43.5M Sell
1,852,859
-47,898
-3% -$1.11M 0.06% 125
2023
Q1 		$43.8M Sell
1,900,757
-1,738,239
-48% -$40.1M 0.06% 124
2022
Q4 		$79.9M Buy
+3,638,996
New +$77.4M 0.12% 84

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning's DFAE Position: Q2 2026 in Review

Creative Planning reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.3% in Q2 2026, selling an estimated $1.28M and leaving 1,407,715 shares worth $56.6M. The position accounts for 0.03% of the portfolio, ranked #221.

Creative Planning first reported a position in DFAE in Q4 2022 and has held it in 15 quarters since. The position peaked at $79.9M in Q4 2022. 714 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Creative Planning held 1,407,715 shares of Dimensional Emerging Core Equity Market ETF worth $56.6M as of Q2 2026.
  • Creative Planning sold 33,192 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $1.28M.
  • Dimensional Emerging Core Equity Market ETF made up 0.03% of Creative Planning's portfolio in Q2 2026, its #221 holding.
  • Creative Planning first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2022 and has held it in 15 quarters since.
  • Creative Planning's Dimensional Emerging Core Equity Market ETF position peaked at $79.9M in Q4 2022.
  • 714 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.