Willow Creek Wealth Management’s Dimensional California Municipal Bond ETF DFCA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$695K	Buy	13,951 +101	+0.7%	+$4.99K	0.06%	92
2025 Q2	$683K	Buy	13,850 +8,680	+168%	+$427K	0.06%	83
2025 Q1	$256K	Buy	5,170 +186	+4%	+$9.3K	0.03%	138
2024 Q4	$249K	Buy	4,984 +495	+11%	+$24.9K	0.03%	137
2024 Q3	$228K	Buy	+4,489	New	+$227K	0.02%	145

Other funds holding DFCA

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors

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

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

TriaGen Wealth Management Calabasas, California $366M AUM 27.38% 1-Year Est. Return