Question 1

How many shares of DFAS does Creative Planning own?

Accepted Answer

As of 2026-Q1, Creative Planning holds 26.2M shares of DFAS (DIMENSIONAL ETF TRUST).

Question 2

What is Creative Planning's DFAS position worth?

Accepted Answer

As of 2026-Q1, Creative Planning's DFAS position is worth $1.9B.

Question 3

Is Creative Planning buying or selling DFAS?

Accepted Answer

In 2026-Q1, Creative Planning increased their DFAS position (+5.6% change in shares).

Question 4

When did Creative Planning first buy DFAS?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in DFAS in 2024-Q2. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	26.2M	+5.6%	$1.9B	1.3%	$74.38	53
2025-Q4	Increased	24.8M	+9.5%	$1.7B	1.2%	$70.42	55
2025-Q3	Increased	22.7M	+12.1%	$1.6B	1.2%	$68.12	56
2025-Q2	Increased	20.2M	+20.3%	$1.3B	1.1%	$63.37	60
2025-Q1	Increased	16.8M	+27.0%	$1B	0.9%	$59.21	56
2024-Q4	Increased	13.2M	+18.1%	$861.9M	0.8%	$64.35	53
2024-Q3	Decreased	11.2M	-1.1%	$727.2M	0.7%	$63.88	0
2024-Q2	Increased	11.3M	+5.7%	$681.4M	0.7%	$59.15	47

DFASShowing 8 of 20 quarters

DFAS
Showing 8 of 20 quarters