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Willow Creek Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History

Willow Creek Wealth Management’s Portfolio DUSB Stock Details DUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$530K Buy
10,441
+1,088
+12% +$55.3K 0.04% 103
2025
Q2 		$475K Buy
9,353
+3,627
+63% +$184K 0.04% 103
2025
Q1 		$290K Buy
+5,726
New +$290K 0.03% 128

Other funds holding DUSB

PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
PMIM
Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
SWM
Sterling Wealth Management Champaign, Illinois $402M AUM 20.65% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

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

Willow Creek Wealth Management increased its Dimensional Ultrashort Fixed Income ETF (DUSB) stake by 12% in Q3 2025, buying an estimated $55.3K and bringing the position to 10,441 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #103.

Willow Creek Wealth Management first reported a position in DUSB in Q1 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold DUSB as of Q3 2025.

  • Willow Creek Wealth Management held 10,441 shares of Dimensional Ultrashort Fixed Income ETF worth $530K as of Q3 2025.
  • Willow Creek Wealth Management bought 1,088 Dimensional Ultrashort Fixed Income ETF shares in Q3 2025, an estimated $55.3K.
  • Dimensional Ultrashort Fixed Income ETF made up 0.04% of Willow Creek Wealth Management's portfolio in Q3 2025, its #103 holding.
  • Willow Creek Wealth Management first reported a position in Dimensional Ultrashort Fixed Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held Dimensional Ultrashort Fixed Income ETF as of Q3 2025.

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