Creative Planning
DFCF icon

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
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

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Creative Planning's DFCF Position: Q1 2026 in Review

Creative Planning increased its Dimensional Core Fixed Income ETF (DFCF) stake by 277% in Q1 2026, buying an estimated $6.97M and bringing the position to 222,397 shares worth $9.39M. The position accounts for 0.01% of the portfolio, ranked #728.

Creative Planning first reported a position in DFCF in Q2 2023 and has held it in 11 quarters since. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • Creative Planning held 222,397 shares of Dimensional Core Fixed Income ETF worth $9.39M as of Q1 2026.
  • Creative Planning bought 163,342 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $6.97M.
  • Dimensional Core Fixed Income ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #728 holding.
  • Creative Planning first reported a position in Dimensional Core Fixed Income ETF in Q2 2023 and has held it in 11 quarters since.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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