Willow Creek Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Willow Creek Wealth Management’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$48M	Buy	1,320,407 +114,276	+9%	+$4.04M	3.95%	6
2025 Q2	$41.7M	Buy	1,206,131 +88,630	+8%	+$2.9M	3.75%	6
2025 Q1	$34.9M	Buy	1,117,501 +119,599	+12%	+$3.69M	3.4%	10
2024 Q4	$29.1M	Buy	997,902 +237,098	+31%	+$7.19M	2.97%	11
2024 Q3	$24.2M	Buy	760,804 +79,190	+12%	+$2.42M	2.54%	12
2024 Q2	$20.2M	Buy	681,614 +79,564	+13%	+$2.39M	2.3%	12
2024 Q1	$18.2M	Buy	602,050 +68,687	+13%	+$1.99M	2.13%	13
2023 Q4	$15.3M	Buy	533,363 +176,526	+49%	+$4.71M	1.91%	14
2023 Q3	$9.32M	Buy	356,837 +28,994	+9%	+$788K	1.39%	17
2023 Q2	$8.96M	Buy	327,843 +30,074	+10%	+$823K	1.27%	17
2023 Q1	$8.02M	Buy	297,769 +59,362	+25%	+$1.58M	1.24%	17
2022 Q4	$5.97M	Sell	238,407 -43,840	-16%	-$1.05M	0.99%	18
2022 Q3	$6.09M	Buy	282,247 +161,765	+134%	+$3.9M	1.18%	14
2022 Q2	$2.91M	Buy	120,482 +25,761	+27%	+$676K	0.54%	24
2022 Q1	$2.67M	Buy	94,721 +60,755	+179%	+$1.73M	0.54%	25
2021 Q4	$1M	Buy	33,966 +3,276	+11%	+$96.5K	0.21%	43
2021 Q3	$887K	Buy	30,690 +6,363	+26%	+$188K	0.2%	40
2021 Q2	$711K	Buy	24,327 +8,212	+51%	+$241K	0.17%	44
2021 Q1	$449K	Buy	+16,115	New	+$444K	0.17%	43

Other funds holding DFAI

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional International Core Equity Market ETF (DFAI) stake by 9.5% in Q3 2025, buying an estimated $4.04M and bringing the position to 1,320,407 shares worth $48M. The position accounts for 3.95% of the portfolio, ranked #6.

Willow Creek Wealth Management first reported a position in DFAI in Q1 2021 and has held it in 19 quarters since. 659 funds tracked by Wall St. Rank hold DFAI as of Q3 2025.

Willow Creek Wealth Management held 1,320,407 shares of Dimensional International Core Equity Market ETF worth $48M as of Q3 2025.
Willow Creek Wealth Management bought 114,276 Dimensional International Core Equity Market ETF shares in Q3 2025, an estimated $4.04M.
Dimensional International Core Equity Market ETF made up 3.95% of Willow Creek Wealth Management's portfolio in Q3 2025, its #6 holding.
Willow Creek Wealth Management first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 19 quarters since.
659 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2025.

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