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Willow Creek Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Willow Creek Wealth Management’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.38M Buy
299,035
+541
+0.2% +$16.4K 0.77% 28
2025
Q2 		$8.77M Sell
298,494
-4,932
-2% -$136K 0.79% 29
2025
Q1 		$7.95M Buy
303,426
+1,757
+0.6% +$45.6K 0.77% 29
2024
Q4 		$7.5M Buy
301,669
+3,001
+1% +$77.6K 0.76% 28
2024
Q3 		$8.07M Buy
298,668
+2,234
+0.8% +$58K 0.85% 27
2024
Q2 		$7.54M Sell
296,434
-7,653
-3% -$196K 0.86% 26
2024
Q1 		$7.74M Sell
304,087
-2,200
-0.7% -$53.8K 0.9% 26
2023
Q4 		$7.48M Buy
306,287
+27,845
+10% +$637K 0.94% 26
2023
Q3 		$6.27M Buy
278,442
+2,892
+1% +$67.6K 0.93% 23
2023
Q2 		$6.42M Sell
275,550
-1,932
-0.7% -$45K 0.91% 21
2023
Q1 		$6.4M Buy
277,482
+4,938
+2% +$113K 0.99% 21
2022
Q4 		$5.89M Buy
272,544
+178,666
+190% +$3.71M 0.98% 19
2022
Q3 		$1.77M Buy
93,878
+1,166
+1% +$24.8K 0.34% 39
2022
Q2 		$1.99M Buy
92,712
+2,985
+3% +$69.5K 0.37% 32
2022
Q1 		$2.24M Sell
89,727
-590
-0.7% -$14.9K 0.45% 29
2021
Q4 		$2.36M Buy
90,317
+623
+0.7% +$16.3K 0.49% 26
2021
Q3 		$2.32M Buy
+89,694
New +$2.37M 0.51% 25

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.18% in Q3 2025, buying an estimated $16.4K and bringing the position to 299,035 shares worth $9.38M. The position accounts for 0.77% of the portfolio, ranked #28.

Willow Creek Wealth Management first reported a position in DFAX in Q3 2021 and has held it in 17 quarters since. 604 funds tracked by Wall St. Rank hold DFAX as of Q3 2025.

  • Willow Creek Wealth Management held 299,035 shares of Dimensional World ex US Core Equity 2 ETF worth $9.38M as of Q3 2025.
  • Willow Creek Wealth Management bought 541 Dimensional World ex US Core Equity 2 ETF shares in Q3 2025, an estimated $16.4K.
  • Dimensional World ex US Core Equity 2 ETF made up 0.77% of Willow Creek Wealth Management's portfolio in Q3 2025, its #28 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and has held it in 17 quarters since.
  • 604 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q3 2025.

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