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Willow Creek Wealth Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Willow Creek Wealth Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.09M Buy
33,128
+174
+0.5% +$5.57K 0.09% 74
2025
Q2 		$1.02M Buy
32,954
+20,150
+157% +$597K 0.09% 68
2025
Q1 		$391K Buy
12,804
+184
+1% +$5.68K 0.04% 103
2024
Q4 		$379K Sell
12,620
-219
-2% -$6.85K 0.04% 107
2024
Q3 		$396K Sell
12,839
-854
-6% -$25.4K 0.04% 102
2024
Q2 		$396K Hold
13,693
– – 0.05% 101
2024
Q1 		$411K Buy
13,693
+1,101
+9% +$30.7K 0.05% 97
2023
Q4 		$341K Buy
12,592
+3,302
+36% +$83.1K 0.04% 104
2023
Q3 		$230K Sell
9,290
-311
-3% -$7.97K 0.03% 121
2023
Q2 		$244K Buy
9,601
+90
+0.9% +$2.21K 0.03% 127
2023
Q1 		$234K Buy
+9,511
New +$239K 0.04% 119

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.53% in Q3 2025, buying an estimated $5.57K and bringing the position to 33,128 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #74.

Willow Creek Wealth Management first reported a position in DFLV in Q1 2023 and has held it in 11 quarters since. 309 funds tracked by Wall St. Rank hold DFLV as of Q3 2025.

  • Willow Creek Wealth Management held 33,128 shares of Dimensional US Large Cap Value ETF worth $1.09M as of Q3 2025.
  • Willow Creek Wealth Management bought 174 Dimensional US Large Cap Value ETF shares in Q3 2025, an estimated $5.57K.
  • Dimensional US Large Cap Value ETF made up 0.09% of Willow Creek Wealth Management's portfolio in Q3 2025, its #74 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 11 quarters since.
  • 309 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2025.

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