Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 168,515 shares of DFAE stock, worth $4.31 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
168,515
Previous 180,937
6.87%
Holding current value
$4.31 Million
Previous $4.36 Million
2.04%
% of portfolio
0.45%
Previous 0.56%
Shares
12 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$397 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$324 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$229 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$117 Million0.01% of portfolio