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Willow Creek Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Willow Creek Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.91M Sell
179,208
-320
-0.2% -$11.9K 0.57% 32
2025
Q2 		$6.43M Buy
179,528
+17,928
+11% +$598K 0.58% 32
2025
Q1 		$5.33M Buy
161,600
+10,076
+7% +$350K 0.52% 34
2024
Q4 		$5.24M Buy
151,524
+3,263
+2% +$115K 0.53% 32
2024
Q3 		$5.08M Buy
148,261
+1,162
+0.8% +$38.4K 0.53% 35
2024
Q2 		$4.74M Sell
147,099
-716
-0.5% -$22.6K 0.54% 34
2024
Q1 		$4.72M Sell
147,815
-2,908
-2% -$87.8K 0.55% 33
2023
Q4 		$4.41M Buy
150,723
+1,423
+1% +$38.5K 0.55% 32
2023
Q3 		$3.91M Sell
149,300
-3,628
-2% -$99K 0.58% 30
2023
Q2 		$4.15M Buy
152,928
+3,047
+2% +$78.5K 0.59% 30
2023
Q1 		$3.82M Buy
149,881
+2,182
+1% +$55.3K 0.59% 29
2022
Q4 		$3.59M Buy
147,699
+45,941
+45% +$1.12M 0.6% 29
2022
Q3 		$2.26M Buy
101,758
+14,986
+17% +$368K 0.44% 30
2022
Q2 		$2.02M Buy
86,772
+10,316
+13% +$261K 0.38% 30
2022
Q1 		$2.11M Buy
76,456
+3,491
+5% +$95.6K 0.42% 31
2021
Q4 		$2.11M Sell
72,965
-441
-0.6% -$12.4K 0.44% 29
2021
Q3 		$1.95M Sell
73,406
-92
-0.1% -$2.5K 0.43% 27
2021
Q2 		$1.98M Buy
+73,498
New +$1.95M 0.47% 25

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Willow Creek Wealth Management's DFAC Position: Q3 2025 in Review

Willow Creek Wealth Management reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.18% in Q3 2025, selling an estimated $11.9K and leaving 179,208 shares worth $6.91M. The position accounts for 0.57% of the portfolio, ranked #32.

Willow Creek Wealth Management first reported a position in DFAC in Q2 2021 and has held it in 18 quarters since. 1,048 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Willow Creek Wealth Management held 179,208 shares of Dimensional US Core Equity 2 ETF worth $6.91M as of Q3 2025.
  • Willow Creek Wealth Management sold 320 Dimensional US Core Equity 2 ETF shares in Q3 2025, an estimated $11.9K.
  • Dimensional US Core Equity 2 ETF made up 0.57% of Willow Creek Wealth Management's portfolio in Q3 2025, its #32 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Willow Creek Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.