Willow Creek Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.45M	Buy	35,742 +14	+0%	+$934	0.2%	49
2025 Q2	$2.28M	Sell	35,728 -130	-0.4%	-$7.79K	0.2%	46
2025 Q1	$2.14M	Buy	35,858 +249	+0.7%	+$16K	0.21%	47
2024 Q4	$2.32M	Sell	35,609 -268	-0.7%	-$17.9K	0.24%	44
2024 Q3	$2.33M	Sell	35,877 -136	-0.4%	-$8.51K	0.24%	44
2024 Q2	$2.16M	Sell	36,013 -153	-0.4%	-$9.21K	0.25%	47
2024 Q1	$2.25M	Sell	36,166 -59	-0.2%	-$3.49K	0.26%	46
2023 Q4	$2.16M	Sell	36,225 -806	-2%	-$43.2K	0.27%	46
2023 Q3	$1.94M	Sell	37,031 -456	-1%	-$25.1K	0.29%	38
2023 Q2	$2.05M	Buy	37,487 +512	+1%	+$26.7K	0.29%	40
2023 Q1	$1.95M	Sell	36,975 -80	-0.2%	-$4.33K	0.3%	37
2022 Q4	$1.9M	Sell	37,055 -347	-0.9%	-$17.9K	0.31%	37
2022 Q3	$1.74M	Sell	37,402 -48	-0.1%	-$2.45K	0.34%	41
2022 Q2	$1.8M	Sell	37,450 -219	-0.6%	-$11.4K	0.33%	35
2022 Q1	$2.11M	Sell	37,669 -135	-0.4%	-$7.6K	0.42%	30
2021 Q4	$2.27M	Buy	37,804 +31	+0.1%	+$1.87K	0.47%	27
2021 Q3	$2.17M	Sell	37,773 -42	-0.1%	-$2.42K	0.48%	26
2021 Q2	$2.21M	Buy	+37,815	New	+$2.2M	0.53%	23

Other funds holding DFAS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 0.04% in Q3 2025, buying an estimated $934 and bringing the position to 35,742 shares worth $2.45M. The position accounts for 0.2% of the portfolio, ranked #49.

Willow Creek Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 18 quarters since. 783 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

Willow Creek Wealth Management held 35,742 shares of Dimensional US Small Cap ETF worth $2.45M as of Q3 2025.
Willow Creek Wealth Management bought 14 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $934.
Dimensional US Small Cap ETF made up 0.2% of Willow Creek Wealth Management's portfolio in Q3 2025, its #49 holding.
Willow Creek Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 18 quarters since.
783 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

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