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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 $80.9B AUM 26.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $448M AUM 19.73% 1-Year Est. Return
SRCM
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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional California Municipal Bond ETF (DFCA) stake by 0.73% in Q3 2025, buying an estimated $4.99K and bringing the position to 13,951 shares worth $695K. The position accounts for 0.06% of the portfolio, ranked #92.

Willow Creek Wealth Management first reported a position in DFCA in Q3 2024 and has held it in 5 quarters since. 61 funds tracked by Wall St. Rank hold DFCA as of Q3 2025.

  • Willow Creek Wealth Management held 13,951 shares of Dimensional California Municipal Bond ETF worth $695K as of Q3 2025.
  • Willow Creek Wealth Management bought 101 Dimensional California Municipal Bond ETF shares in Q3 2025, an estimated $4.99K.
  • Dimensional California Municipal Bond ETF made up 0.06% of Willow Creek Wealth Management's portfolio in Q3 2025, its #92 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional California Municipal Bond ETF in Q3 2024 and has held it in 5 quarters since.
  • 61 funds tracked by Wall St. Rank held Dimensional California Municipal Bond ETF as of Q3 2025.

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