Creative Planning
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Creative Planning’s DXP Enterprises DXPE Stock Holding History

Creative Planning’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$824K Buy
5,894
+2,184
+59% +$293K ﹤0.01% 2618
2025
Q4 		$407K Buy
3,710
+1,902
+105% +$207K ﹤0.01% 3016
2025
Q3 		$215K Buy
+1,808
New +$202K ﹤0.01% 3419
2017
Q3 		– Sell
-400
Closed -$14K – 2355
2017
Q2 		$14K Sell
400
-120
-23% -$4.36K ﹤0.01% 3406
2017
Q1 		$20K Buy
520
+120
+30% +$4.28K ﹤0.01% 3126
2016
Q4 		$14K Hold
400
– – ﹤0.01% 3307
2016
Q3 		$11K Hold
400
– – ﹤0.01% 3444
2016
Q2 		$6K Hold
400
– – ﹤0.01% 3531
2016
Q1 		$7K Sell
400
-26
-6% -$426 ﹤0.01% 3395
2015
Q4 		$10K Hold
426
– – ﹤0.01% 3290
2015
Q3 		$12K Buy
+426
New +$14.3K ﹤0.01% 3068
2015
Q2 		– Sell
-500
Closed -$22K – 1590
2015
Q1 		$22K Sell
500
-200
-29% -$8.93K ﹤0.01% 2639
2014
Q4 		$35K Sell
700
-213
-23% -$12.8K ﹤0.01% 2229
2014
Q3 		$67K Buy
913
+300
+49% +$22.8K ﹤0.01% 1726
2014
Q2 		$46K Buy
613
+213
+53% +$18.4K ﹤0.01% 1923
2014
Q1 		$38K Hold
400
– – ﹤0.01% 1974
2013
Q4 		$46K Sell
400
-600
-60% -$56.4K ﹤0.01% 1658
2013
Q3 		$79K Buy
1,000
+600
+150% +$42.4K ﹤0.01% 1258
2013
Q2 		$27K Buy
+400
New +$25.7K ﹤0.01% 1739

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Creative Planning's DXPE Position: Q1 2026 in Review

Creative Planning increased its DXP Enterprises (DXPE) stake by 59% in Q1 2026, buying an estimated $293K and bringing the position to 5,894 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Creative Planning first reported a position in DXPE in Q2 2013 and has held it in 19 quarters since. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

  • Creative Planning held 5,894 shares of DXP Enterprises worth $824K as of Q1 2026.
  • Creative Planning bought 2,184 DXP Enterprises shares in Q1 2026, an estimated $293K.
  • DXP Enterprises made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2618 holding.
  • Creative Planning first reported a position in DXP Enterprises in Q2 2013 and has held it in 19 quarters since.
  • 233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

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