Creative Planning
DFIS icon

Creative Planning’s Dimensional International Small Cap ETF DFIS Stock Holding History

Creative Planning’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.7M Buy
2,426,864
+9,695
+0.4% +$338K 0.06% 147
2025
Q4 		$79.6M Buy
2,417,169
+55,192
+2% +$1.76M 0.06% 143
2025
Q3 		$74.7M Buy
2,361,977
+272,771
+13% +$8.38M 0.06% 140
2025
Q2 		$62.3M Buy
2,089,206
+284,166
+16% +$7.86M 0.05% 141
2025
Q1 		$46.6M Sell
1,805,040
-44,276
-2% -$1.13M 0.04% 171
2024
Q4 		$45.4M Buy
1,849,316
+1,783,956
+2,729% +$45.3M 0.04% 163
2024
Q3 		$1.75M Sell
65,360
-158
-0.2% -$4.05K ﹤0.01% 1148
2024
Q2 		$1.61M Buy
65,518
+15,111
+30% +$378K ﹤0.01% 1101
2024
Q1 		$1.26M Sell
50,407
-5,119
-9% -$123K ﹤0.01% 1186
2023
Q4 		$1.34M Buy
55,526
+9,719
+21% +$216K ﹤0.01% 1093
2023
Q3 		$1.01M Sell
45,807
-5,430
-11% -$125K ﹤0.01% 1155
2023
Q2 		$1.17M Buy
51,237
+10,245
+25% +$236K ﹤0.01% 1060
2023
Q1 		$942K Buy
40,992
+8,776
+27% +$201K ﹤0.01% 1112
2022
Q4 		$693K Buy
32,216
+11,349
+54% +$233K ﹤0.01% 1237
2022
Q3 		$386K Buy
+20,867
New +$436K ﹤0.01% 1490

Other funds holding DFIS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Creative Planning's DFIS Position: Q1 2026 in Review

Creative Planning increased its Dimensional International Small Cap ETF (DFIS) stake by 0.4% in Q1 2026, buying an estimated $338K and bringing the position to 2,426,864 shares worth $81.7M. The position accounts for 0.06% of the portfolio, ranked #147.

Creative Planning first reported a position in DFIS in Q3 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold DFIS as of Q1 2026.

  • Creative Planning held 2,426,864 shares of Dimensional International Small Cap ETF worth $81.7M as of Q1 2026.
  • Creative Planning bought 9,695 Dimensional International Small Cap ETF shares in Q1 2026, an estimated $338K.
  • Dimensional International Small Cap ETF made up 0.06% of Creative Planning's portfolio in Q1 2026, its #147 holding.
  • Creative Planning first reported a position in Dimensional International Small Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q1 2026.

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