Creative Planning
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Creative Planning’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Creative Planning’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3M Buy
628,566
+106,486
+20% +$3.87M 0.02% 399
2025
Q4 		$18M Buy
522,080
+5,002
+1% +$167K 0.01% 418
2025
Q3 		$17M Sell
517,078
-3,207
-0.6% -$102K 0.01% 405
2025
Q2 		$16.2M Buy
520,285
+9,739
+2% +$285K 0.01% 385
2025
Q1 		$14.2M Buy
510,546
+9,361
+2% +$256K 0.01% 392
2024
Q4 		$13M Buy
501,185
+20,882
+4% +$560K 0.01% 382
2024
Q3 		$13.5M Buy
480,303
+13,438
+3% +$364K 0.01% 357
2024
Q2 		$12.3M Buy
466,865
+26,852
+6% +$716K 0.01% 364
2024
Q1 		$11.8M Buy
440,013
+28,302
+7% +$726K 0.01% 370
2023
Q4 		$10.5M Buy
411,711
+369,820
+883% +$8.8M 0.02% 368
2023
Q3 		$978K Buy
41,891
+3
+0% +$73 ﹤0.01% 1171
2023
Q2 		$1.02M Sell
41,888
-418
-1% -$10.2K ﹤0.01% 1125
2023
Q1 		$1.02M Buy
42,306
+423
+1% +$10.1K ﹤0.01% 1071
2022
Q4 		$936K Buy
+41,883
New +$895K ﹤0.01% 1068

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

Creative Planning's DFIC Position: Q1 2026 in Review

Creative Planning increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 20% in Q1 2026, buying an estimated $3.87M and bringing the position to 628,566 shares worth $22.3M. The position accounts for 0.02% of the portfolio, ranked #399.

Creative Planning first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. 607 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

  • Creative Planning held 628,566 shares of Dimensional International Core Equity 2 ETF worth $22.3M as of Q1 2026.
  • Creative Planning bought 106,486 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $3.87M.
  • Dimensional International Core Equity 2 ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #399 holding.
  • Creative Planning first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
  • 607 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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