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
2014
Q3 		– Sell
-300
Closed -$1K – 4028
2014
Q2 		$1K Buy
+300
New +$26K ﹤0.01% 3626

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's DXPE Position: Q2 2026 in Review

Creative Planning increased its DXP Enterprises (DXPE) stake by 6.4% in Q2 2026, buying an estimated $59.2K and bringing the position to 6,269 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2595.

Creative Planning first reported a position in DXPE in Q2 2013 and has held it in 20 quarters since. 253 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Creative Planning held 6,269 shares of DXP Enterprises worth $1.06M as of Q2 2026.
  • Creative Planning bought 375 DXP Enterprises shares in Q2 2026, an estimated $59.2K.
  • DXP Enterprises made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2595 holding.
  • Creative Planning first reported a position in DXP Enterprises in Q2 2013 and has held it in 20 quarters since.
  • 253 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

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