Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History

Willow Creek Wealth Management Inc.

$1.15 Billion
Q3 2025

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 195,526 shares of DFAE stock, worth $6.35 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

195,526

Previous 189,931 2.95%

Holding current value

$6.35 Million

Previous $5.5 Million 12.11%

% of portfolio

0.54%

Previous 0.52%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$28.84 - $31.84 $161,359 - $178,144	5,595 Added 2.95%	195,526 $6.16 Million
Q2 2025 Jul 16, 2025	BUY	$22.87 - $28.95 $211,318 - $267,498	9,240 Added 5.11%	189,931 $5.5 Million
Q1 2025 Jul 16, 2025	BUY	$24.64 - $26.86 $300,016 - $327,047	12,176 Added 7.23%	180,691 $4.68 Million
Q4 2024 Feb 14, 2025	SELL	$25.36 - $28.15 $315,021 - $349,679	-12,422 Reduced 6.87%	168,515 $4.27 Million
Q3 2024 Jul 25, 2025	SELL	$24.46 - $27.82 $138,101 - $157,071	-5,646 Reduced 3.3%	165,269 $4.53 Million

Q2 2024 Jul 25, 2025	SELL	$24.03 - $26.3 $456,954 - $500,120	-19,016 Reduced 10.01%	170,915 $4.42 Million
Q1 2024 Jul 25, 2025	SELL	$22.74 - $24.88 $557,857 - $610,356	-24,532 Reduced 12.92%	165,399 $4.09 Million
Q4 2023 Apr 01, 2024	SELL	$21.63 - $24.11 $107,565 - $119,899	-4,973 Reduced 2.67%	180,937 $4.36 Million
Q3 2023 Nov 20, 2023	BUY	$22.43 - $24.83 $553,123 - $612,307	24,660 Added 15.29%	185,910 $4.2 Million
Q2 2023 Aug 28, 2023	SELL	$22.38 - $24.3 $67,520 - $73,313	-3,017 Reduced 1.84%	161,250 $3.78 Million
Q1 2023 Apr 24, 2023	BUY	$21.78 - $24.36 $259,094 - $289,786	11,896 Added 7.81%	164,267 $3.78 Million
Q4 2022 Mar 01, 2023	SELL	$19.67 - $22.73 $189,638 - $219,139	-9,641 Reduced 5.95%	152,371 $3.35 Million
Q3 2022 Oct 31, 2022	BUY	$20.09 - $23.68 $679,142 - $800,502	33,805 Added 26.37%	162,012 $3.26 Million
Q2 2022 Aug 16, 2022	BUY	$22.9 - $27.06 $879,634 - $1.04 Million	38,412 Added 42.78%	128,207 $2.97 Million
Q1 2022 May 02, 2022	BUY	$24.29 - $28.31 $1.24 Million - $1.45 Million	51,110 Added 132.12%	89,795 $2.36 Million
Q4 2021 Mar 24, 2022	BUY	$26.45 - $28.31 $615,623 - $658,915	23,275 Added 151.04%	38,685 $1.06 Million
Q3 2021 Nov 15, 2021	BUY	$26.95 - $29.48 $125,344 - $137,111	4,651 Added 43.23%	15,410 $420,000
Q2 2021 Nov 16, 2021	BUY	$27.87 - $30.1 $299,853 - $323,845	10,759 New	10,759 $319,000

Others Institutions Holding DFAE

# of Institutions

638

Shares Held

187M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
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Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History