Creative Planning
DFSD

Creative Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Creative Planning’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.17M Buy
66,197
+59,281
+857% +$2.85M ﹤0.01% 1532
2025
Q4 		$332K Buy
+6,916
New +$333K ﹤0.01% 3174

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Creative Planning's DFSD Position: Q1 2026 in Review

Creative Planning increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 857% in Q1 2026, buying an estimated $2.85M and bringing the position to 66,197 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Creative Planning first reported a position in DFSD in Q4 2025 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Creative Planning held 66,197 shares of Dimensional Short-Duration Fixed Income ETF worth $3.17M as of Q1 2026.
  • Creative Planning bought 59,281 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $2.85M.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1532 holding.
  • Creative Planning first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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