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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

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 5.6% in Q3 2025, buying an estimated $1.58M and bringing the position to 962,189 shares worth $30.9M. The position accounts for 2.54% of the portfolio, ranked #14.

Willow Creek Wealth Management first reported a position in DFEM in Q3 2022 and has held it in 13 quarters since. 473 funds tracked by Wall St. Rank hold DFEM as of Q3 2025.

  • Willow Creek Wealth Management held 962,189 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $30.9M as of Q3 2025.
  • Willow Creek Wealth Management bought 51,134 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2025, an estimated $1.58M.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 2.54% of Willow Creek Wealth Management's portfolio in Q3 2025, its #14 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 13 quarters since.
  • 473 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2025.

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