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
2026 Q3	$1.76M	Sell	44,971 -2,929	-6%	-$118K	0.12%	64
2026 Q2	$1.98M	Buy	+47,900	New	+$2.01M	0.13%	59
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%	+$72.2K	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

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Willow Creek Wealth Management's DFIP Position: Q3 2026 in Review

Willow Creek Wealth Management reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.1% in Q3 2026, selling an estimated $118K and leaving 44,971 shares worth $1.76M. 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 16 quarters since. The position peaked at $2.66M in Q3 2022. 65 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Willow Creek Wealth Management held 44,971 shares of Dimensional Inflation-Protected Securities ETF worth $1.76M as of Q3 2026.
Willow Creek Wealth Management sold 2,929 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $118K.
Dimensional Inflation-Protected Securities ETF made up 0.12% of Willow Creek Wealth Management's portfolio in Q3 2026, 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 16 quarters since.
Willow Creek Wealth Management's Dimensional Inflation-Protected Securities ETF position peaked at $2.66M in Q3 2022.
65 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

Based on Willow Creek Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.