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Willow Creek Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Willow Creek Wealth Management’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.51M Buy
35,724
+445
+1% +$18.7K 0.12% 64
2025
Q2 		$1.48M Sell
35,279
-677
-2% -$28.1K 0.13% 59
2025
Q1 		$1.51M Buy
35,956
+14
+0% +$578 0.15% 57
2024
Q4 		$1.46M Sell
35,942
-982
-3% -$40.5K 0.15% 58
2024
Q3 		$1.56M Buy
36,924
+82
+0.2% +$3.42K 0.16% 55
2024
Q2 		$1.5M Buy
36,842
+272
+0.7% +$11.1K 0.17% 55
2024
Q1 		$1.51M Buy
36,570
+3,805
+12% +$156K 0.18% 54
2023
Q4 		$1.35M Sell
32,765
-31,310
-49% -$1.26M 0.17% 56
2023
Q3 		$2.55M Buy
64,075
+28,449
+80% +$1.16M 0.38% 33
2023
Q2 		$1.47M Buy
35,626
+1,714
+5% +$72.3K 0.21% 52
2023
Q1 		$1.45M Buy
33,912
+5,102
+18% +$214K 0.22% 44
2022
Q4 		$1.19M Sell
28,810
-36,669
-56% -$1.51M 0.2% 46
2022
Q3 		$2.66M Buy
65,479
+59,379
+973% +$2.63M 0.52% 28
2022
Q2 		$268K Buy
+6,100
New +$279K 0.05% 99

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.3% in Q3 2025, buying an estimated $18.7K and bringing the position to 35,724 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #64.

Willow Creek Wealth Management first reported a position in DFIP in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.66M in Q3 2022. 146 funds tracked by Wall St. Rank hold DFIP as of Q3 2025.

  • Willow Creek Wealth Management held 35,724 shares of Dimensional Inflation-Protected Securities ETF worth $1.51M as of Q3 2025.
  • Willow Creek Wealth Management bought 445 Dimensional Inflation-Protected Securities ETF shares in Q3 2025, an estimated $18.7K.
  • Dimensional Inflation-Protected Securities ETF made up 0.12% of Willow Creek Wealth Management's portfolio in Q3 2025, its #64 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2022 and has held it in 14 quarters since.
  • Willow Creek Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $2.66M in Q3 2022.
  • 146 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2025.

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