WCWM
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Willow Creek Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Willow Creek Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$16.7M Sell
365,649
-2,326
-0.6% -$102K 1.38% 20
2025
Q2 		$15.6M Buy
367,975
+22,715
+7% +$890K 1.4% 21
2025
Q1 		$13.3M Buy
345,260
+19,195
+6% +$779K 1.29% 22
2024
Q4 		$13.2M Buy
326,065
+4,268
+1% +$174K 1.35% 22
2024
Q3 		$12.8M Buy
321,797
+1,717
+0.5% +$65.6K 1.34% 22
2024
Q2 		$12M Buy
320,080
+1,083
+0.3% +$39.4K 1.36% 22
2024
Q1 		$11.7M Buy
318,997
+85
+0% +$2.94K 1.36% 21
2023
Q4 		$10.6M Buy
318,912
+10,160
+3% +$315K 1.33% 21
2023
Q3 		$9.25M Buy
308,752
+55,609
+22% +$1.73M 1.38% 18
2023
Q2 		$7.84M Sell
253,143
-2,388
-0.9% -$70K 1.11% 18
2023
Q1 		$7.35M Buy
255,531
+29,208
+13% +$826K 1.13% 18
2022
Q4 		$6.12M Buy
226,323
+108,007
+91% +$2.94M 1.02% 17
2022
Q3 		$2.98M Buy
118,316
+61,891
+110% +$1.72M 0.58% 24
2022
Q2 		$1.49M Buy
56,425
+19,888
+54% +$571K 0.28% 40
2022
Q1 		$1.15M Buy
36,537
+7,511
+26% +$233K 0.23% 44
2021
Q4 		$958K Sell
29,026
-6
-0% -$193 0.2% 45
2021
Q3 		$875K Buy
29,032
+2,431
+9% +$75K 0.19% 41
2021
Q2 		$804K Buy
26,601
+10,778
+68% +$319K 0.19% 39
2021
Q1 		$446K Buy
+15,823
New +$434K 0.16% 44

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $17.9B AUM 21.2% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return