Creative Planning
DFSB icon

Creative Planning’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Creative Planning’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$310K Sell
5,990
-719
-11% -$37.4K ﹤0.01% 3408
2025
Q4 		$348K Buy
6,709
+795
+13% +$41.9K ﹤0.01% 3142
2025
Q3 		$315K Hold
5,914
– – ﹤0.01% 3097
2025
Q2 		$310K Buy
+5,914
New +$305K ﹤0.01% 2875

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Creative Planning's DFSB Position: Q1 2026 in Review

Creative Planning reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 11% in Q1 2026, selling an estimated $37.4K and leaving 5,990 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #3408.

Creative Planning first reported a position in DFSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $348K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Creative Planning held 5,990 shares of Dimensional Global Sustainability Fixed Income ETF worth $310K as of Q1 2026.
  • Creative Planning sold 719 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $37.4K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3408 holding.
  • Creative Planning first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Creative Planning's Dimensional Global Sustainability Fixed Income ETF position peaked at $348K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

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