Willow Creek Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.33M	Buy	391,044 +4,934	+1%	+$116K	0.77%	29
2025 Q2	$9.06M	Buy	386,110 +5,412	+1%	+$126K	0.81%	28
2025 Q1	$9.05M	Sell	380,698 -63,160	-14%	-$1.49M	0.88%	27
2024 Q4	$10.3M	Buy	443,858 +9,953	+2%	+$246K	1.05%	24
2024 Q3	$11.1M	Buy	433,905 +5,964	+1%	+$144K	1.17%	24
2024 Q2	$9.46M	Buy	427,941 +17,608	+4%	+$378K	1.08%	24
2024 Q1	$9.18M	Sell	410,333 -12,218	-3%	-$269K	1.07%	25
2023 Q4	$9.61M	Buy	422,551 +172,018	+69%	+$3.52M	1.2%	24
2023 Q3	$4.89M	Buy	250,533 +11,029	+5%	+$234K	0.73%	28
2023 Q2	$5.15M	Buy	239,504 +20,194	+9%	+$427K	0.73%	25
2023 Q1	$4.71M	Buy	219,310 +2,992	+1%	+$65.8K	0.73%	26
2022 Q4	$4.58M	Buy	216,318 +130,861	+153%	+$2.77M	0.76%	24
2022 Q3	$1.76M	Buy	85,457 +33,272	+64%	+$790K	0.34%	40
2022 Q2	$1.21M	Buy	+52,185	New	+$1.31M	0.22%	46

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 1.3% in Q3 2025, buying an estimated $116K and bringing the position to 391,044 shares worth $9.33M. The position accounts for 0.77% of the portfolio, ranked #29.

Willow Creek Wealth Management first reported a position in DFAR in Q2 2022 and has held it in 14 quarters since. The position peaked at $11.1M in Q3 2024. 257 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

Willow Creek Wealth Management held 391,044 shares of Dimensional US Real Estate ETF worth $9.33M as of Q3 2025.
Willow Creek Wealth Management bought 4,934 Dimensional US Real Estate ETF shares in Q3 2025, an estimated $116K.
Dimensional US Real Estate ETF made up 0.77% of Willow Creek Wealth Management's portfolio in Q3 2025, its #29 holding.
Willow Creek Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 14 quarters since.
Willow Creek Wealth Management's Dimensional US Real Estate ETF position peaked at $11.1M in Q3 2024.
257 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2025.

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