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Willow Creek Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Willow Creek Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$6.16M Buy
195,526
+5,595
+3% +$169K 0.51% 36
2025
Q2 		$5.5M Buy
189,931
+9,240
+5% +$248K 0.49% 36
2025
Q1 		$4.68M Buy
180,691
+12,176
+7% +$316K 0.46% 35
2024
Q4 		$4.28M Buy
168,515
+3,246
+2% +$85.9K 0.44% 35
2024
Q3 		$4.53M Sell
165,269
-5,646
-3% -$147K 0.48% 37
2024
Q2 		$4.42M Buy
170,915
+5,516
+3% +$140K 0.5% 36
2024
Q1 		$4.09M Sell
165,399
-15,538
-9% -$372K 0.48% 35
2023
Q4 		$4.36M Sell
180,937
-4,973
-3% -$114K 0.55% 33
2023
Q3 		$4.2M Buy
185,910
+24,660
+15% +$581K 0.62% 29
2023
Q2 		$3.78M Sell
161,250
-3,017
-2% -$69.8K 0.54% 32
2023
Q1 		$3.78M Buy
164,267
+11,896
+8% +$274K 0.58% 30
2022
Q4 		$3.35M Sell
152,371
-9,641
-6% -$205K 0.56% 30
2022
Q3 		$3.25M Buy
162,012
+33,805
+26% +$763K 0.63% 23
2022
Q2 		$2.97M Buy
128,207
+38,412
+43% +$941K 0.55% 23
2022
Q1 		$2.36M Buy
89,795
+51,110
+132% +$1.37M 0.47% 28
2021
Q4 		$1.06M Buy
38,685
+23,275
+151% +$639K 0.22% 42
2021
Q3 		$420K Buy
15,410
+4,651
+43% +$131K 0.09% 61
2021
Q2 		$319K Buy
+10,759
New +$312K 0.08% 82

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 2.9% in Q3 2025, buying an estimated $169K and bringing the position to 195,526 shares worth $6.16M. The position accounts for 0.51% of the portfolio, ranked #36.

Willow Creek Wealth Management first reported a position in DFAE in Q2 2021 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold DFAE as of Q3 2025.

  • Willow Creek Wealth Management held 195,526 shares of Dimensional Emerging Core Equity Market ETF worth $6.16M as of Q3 2025.
  • Willow Creek Wealth Management bought 5,595 Dimensional Emerging Core Equity Market ETF shares in Q3 2025, an estimated $169K.
  • Dimensional Emerging Core Equity Market ETF made up 0.51% of Willow Creek Wealth Management's portfolio in Q3 2025, its #36 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2021 and has held it in 18 quarters since.
  • 579 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2025.

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