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 $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.