Creative Planning
DSGR icon

Creative Planning’s Distribution Solutions Group DSGR Stock Holding History

Creative Planning’s Portfolio DSGR Stock Details DSGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Buy
12,250
+3,446
+39% +$94.1K ﹤0.01% 3488
2026
Q1 		$231K Buy
+8,804
New +$246K ﹤0.01% 3631
2017
Q3 		– Sell
-600
Closed -$7K – 2348
2017
Q2 		$7K Hold
600
– – ﹤0.01% 3811
2017
Q1 		$7K Sell
600
-1,000
-63% -$12.5K ﹤0.01% 3783
2016
Q4 		$19K Buy
1,600
+1,000
+167% +$10.7K ﹤0.01% 3113
2016
Q3 		$5K Hold
600
– – ﹤0.01% 3863
2016
Q2 		$6K Buy
+600
New +$5.91K ﹤0.01% 3529

Other funds holding DSGR

Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's DSGR Position: Q2 2026 in Review

Creative Planning increased its Distribution Solutions Group (DSGR) stake by 39% in Q2 2026, buying an estimated $94.1K and bringing the position to 12,250 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

Creative Planning first reported a position in DSGR in Q2 2016 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold DSGR as of Q2 2026.

  • Creative Planning held 12,250 shares of Distribution Solutions Group worth $335K as of Q2 2026.
  • Creative Planning bought 3,446 Distribution Solutions Group shares in Q2 2026, an estimated $94.1K.
  • Distribution Solutions Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3488 holding.
  • Creative Planning first reported a position in Distribution Solutions Group in Q2 2016 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Distribution Solutions Group as of Q2 2026.

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