WCWM
DFSD

Willow Creek Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Willow Creek Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$700K Buy
+14,532
New +$699K 0.06% 91

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SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Willow Creek Wealth Management opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2025: 14,532 shares worth $700K. The stake represents 0.06% of the portfolio and ranks #91 among its holdings.

364 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Willow Creek Wealth Management held 14,532 shares of Dimensional Short-Duration Fixed Income ETF worth $700K as of Q3 2025.
  • Dimensional Short-Duration Fixed Income ETF was a new Willow Creek Wealth Management position in Q3 2025.
  • Dimensional Short-Duration Fixed Income ETF made up 0.06% of Willow Creek Wealth Management's portfolio in Q3 2025, its #91 holding.
  • 364 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

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