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Willow Creek Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History

Willow Creek Wealth Management’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$33.8M Sell
732,358
-5,580
-0.8% -$250K 2.78% 11
2025
Q2 		$31.6M Sell
737,938
-6,477
-0.9% -$264K 2.84% 12
2025
Q1 		$29.3M Sell
744,415
-2,115
-0.3% -$80.7K 2.85% 12
2024
Q4 		$26.5M Buy
746,530
+16,464
+2% +$604K 2.7% 12
2024
Q3 		$27.8M Sell
730,066
-16,426
-2% -$608K 2.92% 10
2024
Q2 		$26.8M Sell
746,492
-7,689
-1% -$283K 3.05% 10
2024
Q1 		$27.7M Buy
754,181
+6,037
+0.8% +$209K 3.24% 10
2023
Q4 		$25.7M Sell
748,144
-1,760
-0.2% -$57.4K 3.22% 10
2023
Q3 		$24.5M Buy
749,904
+35,065
+5% +$1.17M 3.64% 7
2023
Q2 		$23.5M Sell
714,839
-6,398
-0.9% -$210K 3.33% 8
2023
Q1 		$23.2M Buy
721,237
+3,459
+0.5% +$112K 3.59% 7
2022
Q4 		$21.8M Buy
717,778
+25,330
+4% +$735K 3.62% 7
2022
Q3 		$17.8M Sell
692,448
-11,662
-2% -$333K 3.46% 8
2022
Q2 		$20.3M Buy
704,110
+22,761
+3% +$726K 3.77% 7
2022
Q1 		$22.8M Buy
681,349
+19,812
+3% +$669K 4.59% 5
2021
Q4 		$21.7M Sell
661,537
-2,215
-0.3% -$73.5K 4.49% 5
2021
Q3 		$21.7M Buy
+663,752
New +$21.9M 4.82% 5

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its Dimensional International Value ETF (DFIV) stake by 0.76% in Q3 2025, selling an estimated $250K and leaving 732,358 shares worth $33.8M. The position accounts for 2.78% of the portfolio, ranked #11.

Willow Creek Wealth Management first reported a position in DFIV in Q3 2021 and has held it in 17 quarters since. 721 funds tracked by Wall St. Rank hold DFIV as of Q3 2025.

  • Willow Creek Wealth Management held 732,358 shares of Dimensional International Value ETF worth $33.8M as of Q3 2025.
  • Willow Creek Wealth Management sold 5,580 Dimensional International Value ETF shares in Q3 2025, an estimated $250K.
  • Dimensional International Value ETF made up 2.78% of Willow Creek Wealth Management's portfolio in Q3 2025, its #11 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 17 quarters since.
  • 721 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2025.

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