§ 13F · FUND PROFILE
Creative Capital Management Investments LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279.8T (13F)Positions · 310Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$378.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 2.14M | $70.0T | 21.1% | +2% |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1.58M | $62.7T | 18.9% | +1% |
| 3 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 1.24M | $52.7T | 15.9% | +11% |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 301K | $30.7T | 9.3% | +3% |
| 5 | DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | 806K | $21.3T | 6.4% | +10% |
| 6 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 795K | $21.2T | 6.4% | +11% |
| 7 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 603K | $19.6T | 5.9% | +3% |
| 8 | AAPL | APPLE INC | 24K | $6.5T | 2.0% | −1% |
| 9 | PRF | POWERSHARES FTSE RAFI US 1000 | 136K | $6.4T | 1.9% | −1% |
| 10 | NVDA | NVIDIA CORP | 16K | $3.0T | 0.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CREATIVE SIGNAL
AC read
Creative Capital Management Investments LLC is a Other fund managing $279752.8 trillion in assets. The fund runs a broad portfolio of 310 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed