CW
DFUS

CreativeOne Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

CreativeOne Wealth’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$478K Buy
6,747
+142
+2% +$10.5K 0.01% 821
2025
Q4 		$490K Buy
6,605
+1,171
+22% +$86K 0.01% 796
2025
Q3 		$394K Sell
5,434
-22,419
-80% -$1.56M 0.01% 850
2025
Q2 		$1.87M Buy
27,853
+745
+3% +$46.1K 0.05% 365
2025
Q1 		$1.64M Sell
27,108
-3,705
-12% -$237K 0.05% 343
2024
Q4 		$1.96M Buy
30,813
+1,918
+7% +$123K 0.06% 297
2024
Q3 		$1.8M Sell
28,895
-1,771
-6% -$106K 0.06% 292
2024
Q2 		$1.8M Sell
30,666
-10,093
-25% -$574K 0.09% 209
2024
Q1 		$2.32M Buy
+40,759
New +$2.21M 0.09% 206

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CreativeOne Wealth's DFUS Position: Q1 2026 in Review

CreativeOne Wealth increased its Dimensional US Equity ETF (DFUS) stake by 2.1% in Q1 2026, buying an estimated $10.5K and bringing the position to 6,747 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #821.

CreativeOne Wealth first reported a position in DFUS in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q1 2024. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • CreativeOne Wealth held 6,747 shares of Dimensional US Equity ETF worth $478K as of Q1 2026.
  • CreativeOne Wealth bought 142 Dimensional US Equity ETF shares in Q1 2026, an estimated $10.5K.
  • Dimensional US Equity ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #821 holding.
  • CreativeOne Wealth first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • CreativeOne Wealth's Dimensional US Equity ETF position peaked at $2.32M in Q1 2024.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.