WCWM
DFSU

Willow Creek Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Willow Creek Wealth Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$13.9M Buy
326,933
+8,152
+3% +$334K 1.14% 26
2025
Q2 		$12.5M Sell
318,781
-24,406
-7% -$890K 1.13% 25
2025
Q1 		$12.3M Buy
343,187
+88,019
+34% +$3.34M 1.2% 24
2024
Q4 		$9.67M Buy
255,168
+61,657
+32% +$2.36M 0.99% 26
2024
Q3 		$7.19M Buy
193,511
+8,705
+5% +$311K 0.76% 28
2024
Q2 		$6.44M Buy
184,806
+55,121
+43% +$1.87M 0.73% 28
2024
Q1 		$4.46M Buy
129,685
+49,791
+62% +$1.62M 0.52% 34
2023
Q4 		$2.49M Buy
79,894
+18,816
+31% +$542K 0.31% 40
2023
Q3 		$1.69M Buy
61,078
+4,675
+8% +$135K 0.25% 44
2023
Q2 		$1.62M Buy
56,403
+24,095
+75% +$652K 0.23% 49
2023
Q1 		$860K Buy
32,308
+18,851
+140% +$495K 0.13% 58
2022
Q4 		$335K Buy
+13,457
New +$342K 0.06% 92

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AC
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 2.6% in Q3 2025, buying an estimated $334K and bringing the position to 326,933 shares worth $13.9M. The position accounts for 1.14% of the portfolio, ranked #26.

Willow Creek Wealth Management first reported a position in DFSU in Q4 2022 and has held it in 12 quarters since. 232 funds tracked by Wall St. Rank hold DFSU as of Q3 2025.

  • Willow Creek Wealth Management held 326,933 shares of Dimensional US Sustainability Core 1 ETF worth $13.9M as of Q3 2025.
  • Willow Creek Wealth Management bought 8,152 Dimensional US Sustainability Core 1 ETF shares in Q3 2025, an estimated $334K.
  • Dimensional US Sustainability Core 1 ETF made up 1.14% of Willow Creek Wealth Management's portfolio in Q3 2025, its #26 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 12 quarters since.
  • 232 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2025.

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