Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Core Eq Transaction History

Willow Creek Wealth Management Inc.

$945 Million
Q4 2024

A detailed history of Willow Creek Wealth Management Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 151,524 shares of DFAC stock, worth $4.76 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

151,524

Previous 150,723 0.53%

Holding current value

$4.76 Million

Previous $4.41 Million 19.0%

% of portfolio

0.55%

Previous 0.56%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$33.92 - $36.6 $27,169 - $29,316	801 Added 0.53%	151,524 $5.24 Million
Q4 2023 Apr 01, 2024	BUY	$24.91 - $29.38 $35,446 - $41,807	1,423 Added 0.95%	150,723 $4.41 Million
Q3 2023 Nov 20, 2023	SELL	$26.05 - $28.22 $94,509 - $102,382	-3,628 Reduced 2.37%	149,300 $3.91 Million
Q2 2023 Aug 28, 2023	BUY	$24.86 - $27.15 $75,748 - $82,726	3,047 Added 2.03%	152,928 $4.15 Million
Q1 2023 Apr 24, 2023	BUY	$24.18 - $26.58 $52,760 - $57,997	2,182 Added 1.48%	149,881 $3.82 Million
Q4 2022 Mar 01, 2023	BUY	$22.49 - $25.81 $1.03 Million - $1.19 Million	45,941 Added 45.15%	147,699 $3.59 Million
Q3 2022 Oct 31, 2022	BUY	$22.24 - $26.54 $333,288 - $397,728	14,986 Added 17.27%	101,758 $2.26 Million
Q2 2022 Aug 16, 2022	BUY	$22.75 - $27.77 $234,689 - $286,475	10,316 Added 13.49%	86,772 $2.02 Million
Q1 2022 May 02, 2022	BUY	$25.76 - $29.21 $89,928 - $101,972	3,491 Added 4.78%	76,456 $2.11 Million
Q4 2021 Mar 24, 2022	SELL	$26.63 - $29.09 $11,743 - $12,828	-441 Reduced 0.6%	72,965 $2.11 Million
Q3 2021 Nov 15, 2021	SELL	$26.06 - $27.9 $2,397 - $2,566	-92 Reduced 0.13%	73,406 $1.95 Million
Q2 2021 Nov 16, 2021	BUY	$25.92 - $26.98 $1.91 Million - $1.98 Million	73,498 New	73,498 $1.98 Million

Others Institutions Holding DFAC

# of Institutions

1,063

Shares Held

805M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Account

Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Core Eq Transaction History