WCWM
DFSV

Willow Creek Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Willow Creek Wealth Management’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.54M Buy
48,267
+6,985
+17% +$218K 0.13% 63
2025
Q2 		$1.21M Buy
41,282
+25,998
+170% +$720K 0.11% 62
2025
Q1 		$430K Buy
15,284
+655
+4% +$19.8K 0.04% 96
2024
Q4 		$450K Sell
14,629
-376
-3% -$11.9K 0.05% 92
2024
Q3 		$462K Sell
15,005
-1,329
-8% -$39.8K 0.05% 91
2024
Q2 		$470K Hold
16,334
– – 0.05% 87
2024
Q1 		$492K Buy
16,334
+20
+0.1% +$570 0.06% 84
2023
Q4 		$475K Sell
16,314
-3,540
-18% -$91.9K 0.06% 83
2023
Q3 		$503K Buy
19,854
+1,541
+8% +$40.7K 0.07% 77
2023
Q2 		$471K Buy
18,313
+571
+3% +$14K 0.07% 87
2023
Q1 		$442K Buy
17,742
+8,475
+91% +$222K 0.07% 80
2022
Q4 		$230K Buy
+9,267
New +$229K 0.04% 117

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 17% in Q3 2025, buying an estimated $218K and bringing the position to 48,267 shares worth $1.54M. The position accounts for 0.13% of the portfolio, ranked #63.

Willow Creek Wealth Management first reported a position in DFSV in Q4 2022 and has held it in 12 quarters since. 462 funds tracked by Wall St. Rank hold DFSV as of Q3 2025.

  • Willow Creek Wealth Management held 48,267 shares of Dimensional US Small Cap Value ETF worth $1.54M as of Q3 2025.
  • Willow Creek Wealth Management bought 6,985 Dimensional US Small Cap Value ETF shares in Q3 2025, an estimated $218K.
  • Dimensional US Small Cap Value ETF made up 0.13% of Willow Creek Wealth Management's portfolio in Q3 2025, its #63 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 12 quarters since.
  • 462 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q3 2025.

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