Creative Planning
DFSE

Creative Planning’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Creative Planning’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Buy
+4,757
New +$227K ﹤0.01% 3769
2026
Q1 		– Sell
-5,151
Closed -$214K – 4134
2025
Q4 		$214K Buy
+5,151
New +$213K ﹤0.01% 3495

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Creative Planning's DFSE Position: Q2 2026 in Review

Creative Planning opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,757 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #3769 among its holdings. This is a return to the name: Creative Planning previously reported a position in DFSE as recently as Q4 2025.

Creative Planning first reported a position in DFSE in Q4 2025 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Creative Planning held 4,757 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $233K as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Creative Planning position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3769 holding.
  • Creative Planning first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.