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

Creative Planning’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	$8.87M	Sell	210,072 -12,325	-6%	-$521K	0.01%	974
2026 Q1	$9.39M	Buy	222,397 +163,342	+277%	+$6.97M	0.01%	728
2025 Q4	$2.51M	Buy	59,055 +5,603	+10%	+$240K	﹤0.01%	1533
2025 Q3	$2.29M	Buy	53,452 +2,070	+4%	+$87.8K	﹤0.01%	1440
2025 Q2	$2.17M	Sell	51,382 -14,318	-22%	-$597K	﹤0.01%	1251
2025 Q1	$2.76M	Buy	65,700 +13,979	+27%	+$583K	﹤0.01%	986
2024 Q4	$2.13M	Buy	51,721 +2,398	+5%	+$101K	﹤0.01%	1094
2024 Q3	$2.13M	Buy	49,323 +829	+2%	+$35.3K	﹤0.01%	1027
2024 Q2	$2.01M	Buy	48,494 +9,788	+25%	+$406K	﹤0.01%	982
2024 Q1	$1.62M	Buy	38,706 +8,902	+30%	+$374K	﹤0.01%	1062
2023 Q4	$1.26M	Buy	+29,804	New	+$1.22M	﹤0.01%	1113
2023 Q3	–	Sell	-8,377	Closed	-$350K	–	2941
2023 Q2	$350K	Buy	+8,377	New	+$354K	﹤0.01%	1790

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

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Creative Planning's DFCF Position: Q2 2026 in Review

Creative Planning reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 5.5% in Q2 2026, selling an estimated $521K and leaving 210,072 shares worth $8.87M. The position accounts for 0.01% of the portfolio, ranked #974.

Creative Planning first reported a position in DFCF in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.39M in Q1 2026. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Creative Planning held 210,072 shares of Dimensional Core Fixed Income ETF worth $8.87M as of Q2 2026.
Creative Planning sold 12,325 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $521K.
Dimensional Core Fixed Income ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #974 holding.
Creative Planning first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
Creative Planning's Dimensional Core Fixed Income ETF position peaked at $9.39M in Q1 2026.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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