Willow Creek Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$59.4M	Buy	819,697 +23,048	+3%	+$1.61M	4.89%	4
2025 Q2	$53.4M	Buy	796,649 +52,789	+7%	+$3.27M	4.8%	4
2025 Q1	$45M	Buy	743,860 +30,362	+4%	+$1.94M	4.38%	5
2024 Q4	$45.5M	Buy	713,498 +20,055	+3%	+$1.29M	4.64%	4
2024 Q3	$43.1M	Buy	693,443 +27,147	+4%	+$1.63M	4.53%	5
2024 Q2	$39.2M	Buy	666,296 +42,431	+7%	+$2.41M	4.46%	5
2024 Q1	$35.5M	Buy	623,865 +33,877	+6%	+$1.83M	4.16%	5
2023 Q4	$30.6M	Buy	589,988 +153,993	+35%	+$7.45M	3.83%	7
2023 Q3	$20.3M	Buy	435,995 +13,114	+3%	+$634K	3.02%	10
2023 Q2	$20.4M	Buy	422,881 +21,943	+5%	+$998K	2.88%	10
2023 Q1	$17.8M	Buy	400,938 +55,450	+16%	+$2.41M	2.75%	9
2022 Q4	$14.4M	Sell	345,488 -31,484	-8%	-$1.32M	2.39%	10
2022 Q3	$14.6M	Buy	376,972 +134,648	+56%	+$5.79M	2.84%	10
2022 Q2	$9.88M	Buy	242,324 +1,255	+0.5%	+$55.6K	1.83%	13
2022 Q1	$11.8M	Buy	241,069 +61,959	+35%	+$3M	2.38%	10
2021 Q4	$9.26M	Buy	179,110 +1,732	+1%	+$87K	1.91%	12
2021 Q3	$8.37M	Buy	177,378 +1,665	+0.9%	+$80.6K	1.85%	10
2021 Q2	$8.28M	Buy	+175,713	New	+$8.19M	1.98%	10

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 2.9% in Q3 2025, buying an estimated $1.61M and bringing the position to 819,697 shares worth $59.4M. The position accounts for 4.89% of the portfolio, ranked #4.

Willow Creek Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 18 quarters since. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Willow Creek Wealth Management held 819,697 shares of Dimensional US Equity ETF worth $59.4M as of Q3 2025.
Willow Creek Wealth Management bought 23,048 Dimensional US Equity ETF shares in Q3 2025, an estimated $1.61M.
Dimensional US Equity ETF made up 4.89% of Willow Creek Wealth Management's portfolio in Q3 2025, its #4 holding.
Willow Creek Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 18 quarters since.
761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

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