Willow Creek Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$10.5M	Buy	257,374 +3,230	+1%	+$129K	0.87%	27
2025 Q2	$10M	Buy	254,144 +13,989	+6%	+$520K	0.9%	27
2025 Q1	$8.38M	Buy	240,155 +43,809	+22%	+$1.52M	0.82%	28
2024 Q4	$6.45M	Buy	196,346 +51,766	+36%	+$1.76M	0.66%	29
2024 Q3	$5.17M	Buy	144,580 +4,594	+3%	+$157K	0.54%	34
2024 Q2	$4.61M	Buy	139,986 +37,784	+37%	+$1.26M	0.52%	35
2024 Q1	$3.44M	Buy	102,202 +32,971	+48%	+$1.07M	0.4%	39
2023 Q4	$2.22M	Buy	69,231 +6,593	+11%	+$194K	0.28%	45
2023 Q3	$1.8M	Buy	62,638 +5,674	+10%	+$171K	0.27%	42
2023 Q2	$1.73M	Buy	56,964 +19,195	+51%	+$585K	0.25%	45
2023 Q1	$1.13M	Buy	37,769 +12,513	+50%	+$369K	0.18%	51
2022 Q4	$702K	Buy	+25,256	New	+$694K	0.12%	59

Other funds holding DFSI

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

MPW

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

QFA

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

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

Francis Financial $539M AUM 14.16% 1-Year Est. Return

AWP

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

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

LAMNM

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

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

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

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

Willow Creek Wealth Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 1.3% in Q3 2025, buying an estimated $129K and bringing the position to 257,374 shares worth $10.5M. The position accounts for 0.87% of the portfolio, ranked #27.

Willow Creek Wealth Management first reported a position in DFSI in Q4 2022 and has held it in 12 quarters since. 198 funds tracked by Wall St. Rank hold DFSI as of Q3 2025.

Willow Creek Wealth Management held 257,374 shares of Dimensional International Sustainability Core 1 ETF worth $10.5M as of Q3 2025.
Willow Creek Wealth Management bought 3,230 Dimensional International Sustainability Core 1 ETF shares in Q3 2025, an estimated $129K.
Dimensional International Sustainability Core 1 ETF made up 0.87% of Willow Creek Wealth Management's portfolio in Q3 2025, its #27 holding.
Willow Creek Wealth Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 12 quarters since.
198 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2025.

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