Willow Creek Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Willow Creek Wealth Management’s Portfolio DFSE Stock Details DFSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.81M	Buy	165,745 +2,380	+1%	+$94K	0.56%	33
2025 Q2	$6.22M	Sell	163,365 -18,995	-10%	-$666K	0.56%	35
2025 Q1	$6.14M	Buy	182,360 +57,510	+46%	+$1.95M	0.6%	32
2024 Q4	$4.14M	Buy	124,850 +27,851	+29%	+$959K	0.42%	37
2024 Q3	$3.44M	Buy	96,999 +5,385	+6%	+$182K	0.36%	41
2024 Q2	$3.07M	Buy	91,614 +16,096	+21%	+$531K	0.35%	41
2024 Q1	$2.43M	Buy	75,518 +19,094	+34%	+$597K	0.28%	43
2023 Q4	$1.78M	Buy	56,424 +13,596	+32%	+$407K	0.22%	48
2023 Q3	$1.26M	Buy	42,828 +1,713	+4%	+$52.6K	0.19%	54
2023 Q2	$1.25M	Buy	41,115 +10,447	+34%	+$313K	0.18%	58
2023 Q1	$917K	Buy	30,668 +12,084	+65%	+$358K	0.14%	56
2022 Q4	$524K	Buy	+18,584	New	+$518K	0.09%	71

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.5% in Q3 2025, buying an estimated $94K and bringing the position to 165,745 shares worth $6.81M. The position accounts for 0.56% of the portfolio, ranked #33.

Willow Creek Wealth Management first reported a position in DFSE in Q4 2022 and has held it in 12 quarters since. 148 funds tracked by Wall St. Rank hold DFSE as of Q3 2025.

Willow Creek Wealth Management held 165,745 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $6.81M as of Q3 2025.
Willow Creek Wealth Management bought 2,380 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2025, an estimated $94K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.56% of Willow Creek Wealth Management's portfolio in Q3 2025, its #33 holding.
Willow Creek Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 12 quarters since.
148 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2025.

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