WCWM
DFEM icon

Willow Creek Wealth Management’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Willow Creek Wealth Management’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$30.9M Buy
962,189
+51,134
+6% +$1.58M 2.54% 14
2025
Q2 		$27M Buy
911,055
+66,880
+8% +$1.84M 2.43% 14
2025
Q1 		$22.3M Buy
844,175
+30,559
+4% +$812K 2.18% 14
2024
Q4 		$21.3M Buy
813,616
+128,292
+19% +$3.49M 2.17% 14
2024
Q3 		$19.3M Buy
685,324
+55,721
+9% +$1.5M 2.03% 15
2024
Q2 		$16.8M Buy
629,603
+63,109
+11% +$1.65M 1.91% 16
2024
Q1 		$14.4M Buy
566,494
+77,330
+16% +$1.92M 1.69% 17
2023
Q4 		$12.2M Buy
489,164
+159,551
+48% +$3.77M 1.53% 18
2023
Q3 		$7.68M Buy
329,613
+24,683
+8% +$597K 1.14% 20
2023
Q2 		$7.33M Buy
304,930
+29,194
+11% +$693K 1.04% 20
2023
Q1 		$6.5M Buy
275,736
+60,976
+28% +$1.44M 1% 20
2022
Q4 		$4.82M Buy
214,760
+123,529
+135% +$2.69M 0.8% 23
2022
Q3 		$1.86M Buy
+91,231
New +$2.09M 0.36% 32

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FPAS
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Corient Private Wealth
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SFA
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TI
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HighTower Advisors
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PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return