Creative Capital Management Investments LLC - Portfolio overview

Creative Capital Management Investments LLC has 339 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAX - DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF, 20.95%
2. DFAC - DIMENSIONAL U.S. CORE EQUITY 2 ETF, 18.10%
3. DFCF - DIMENSIONAL CORE FIXED INCOME ETF, 16.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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