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

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

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 150,723 shares of DFAC stock, worth $5.36 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

150,723

Previous 149,300 0.95%

Holding current value

$5.36 Million

Previous $3.91 Million 12.63%

% of portfolio

0.56%

Previous 0.59%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

993

Shares Held

763M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

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