Creative Planning
DFSU

Creative Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Creative Planning’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,936
Closed -$258K – 4133
2025
Q4 		$258K Sell
5,936
-10,455
-64% -$449K ﹤0.01% 3355
2025
Q3 		$696K Sell
16,391
-146
-0.9% -$5.97K ﹤0.01% 2435
2025
Q2 		$649K Buy
16,537
+291
+2% +$10.6K ﹤0.01% 2235
2025
Q1 		$582K Buy
16,246
+30
+0.2% +$1.14K ﹤0.01% 2150
2024
Q4 		$615K Buy
+16,216
New +$621K ﹤0.01% 2041

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Creative Planning's DFSU Position: Q1 2026 in Review

Creative Planning sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2026, closing a stake of 5,936 shares — an estimated $258K sold.

Creative Planning first reported a position in DFSU in Q4 2024 and held it in 5 quarters. The position peaked at $696K in Q3 2025. 260 funds tracked by Wall St. Rank hold DFSU as of Q1 2026.

  • Creative Planning reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • Creative Planning sold 5,936 Dimensional US Sustainability Core 1 ETF shares in Q1 2026, an estimated $258K.
  • Creative Planning first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2024 and held it in 5 quarters.
  • Creative Planning's Dimensional US Sustainability Core 1 ETF position peaked at $696K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2026.

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