Skip to content
Disclosery

Willow Creek Wealth Management Inc.: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willow Creek Wealth Management Inc. on DFAU, newest first. How the timeline and the estimate are built.

Willow Creek Wealth Management Inc. held 365,649 DFAU shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 365,649 shares
    Change vs previous 13F -2,326 shares

    1.38% of the 13F portfolio, value $16,732,122.

    13F-HR 0001580642-25-007208 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 367,975 shares
    Change vs previous 13F +22,715 shares

    1.4% of the 13F portfolio, value $15,587,456.

    13F-HR 0001580642-25-004297 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 345,260 shares
    Change vs previous 13F +19,195 shares

    1.29% of the 13F portfolio, value $13,271,798.

    13F-HR 0001580642-25-004296 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 326,065 shares
    Change vs previous 13F +4,268 shares

    1.35% of the 13F portfolio, value $13,202,392.

    13F-HR 0001580642-25-001023 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 321,797 shares
    Change vs previous 13F +1,717 shares

    1.34% of the 13F portfolio, value $12,772,143.

    13F-HR 0001580642-25-004472 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 320,080 shares
    Change vs previous 13F +1,083 shares

    1.36% of the 13F portfolio, value $11,999,818.

    13F-HR 0001580642-25-004470 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 318,997 shares
    Change vs previous 13F +85 shares

    1.36% of the 13F portfolio, value $11,656,169.

    13F-HR 0001580642-25-004469 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 318,912 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $10,603,841.

    13F-HR 0001580642-24-001890 filed by Willow Creek Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).