WCWM
DFUV icon

Willow Creek Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Willow Creek Wealth Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$48.3M Sell
1,080,534
-4,539
-0.4% -$198K 3.98% 5
2025
Q2 		$45.9M Sell
1,085,073
-10,888
-1% -$437K 4.13% 5
2025
Q1 		$45.2M Buy
1,095,961
+8,125
+0.7% +$341K 4.4% 4
2024
Q4 		$44.5M Buy
1,087,836
+6,747
+0.6% +$286K 4.54% 5
2024
Q3 		$45.1M Sell
1,081,089
-19,201
-2% -$776K 4.74% 4
2024
Q2 		$43.2M Sell
1,100,290
-23,226
-2% -$919K 4.91% 4
2024
Q1 		$46M Sell
1,123,516
-17,696
-2% -$676K 5.37% 4
2023
Q4 		$42.5M Sell
1,141,212
-30,530
-3% -$1.05M 5.32% 4
2023
Q3 		$39.9M Sell
1,171,742
-8,124
-0.7% -$285K 5.94% 5
2023
Q2 		$40.7M Buy
1,179,866
+1,166
+0.1% +$39K 5.77% 5
2023
Q1 		$39.5M Sell
1,178,700
-11,722
-1% -$401K 6.09% 5
2022
Q4 		$39.9M Buy
1,190,422
+2,948
+0.2% +$98K 6.62% 5
2022
Q3 		$35.2M Sell
1,187,474
-34,105
-3% -$1.11M 6.82% 4
2022
Q2 		$38.6M Buy
+1,221,579
New +$40.7M 7.16% 4

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Willow Creek Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.42% in Q3 2025, selling an estimated $198K and leaving 1,080,534 shares worth $48.3M. The position accounts for 3.98% of the portfolio, ranked #5.

Willow Creek Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 14 quarters since. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

  • Willow Creek Wealth Management held 1,080,534 shares of Dimensional US Marketwide Value ETF worth $48.3M as of Q3 2025.
  • Willow Creek Wealth Management sold 4,539 Dimensional US Marketwide Value ETF shares in Q3 2025, an estimated $198K.
  • Dimensional US Marketwide Value ETF made up 3.98% of Willow Creek Wealth Management's portfolio in Q3 2025, its #5 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 14 quarters since.
  • 688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

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