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 533,363 shares of DFAI stock, worth $16.3 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares
533,363
Previous 356,837 49.47%
Holding current value
$16.3 Million
Previous $9.32 Million 63.95%
% of portfolio
1.95%
Previous 1.4%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024

BUY
$24.88 - $28.69 $4.39 Million - $5.06 Million
176,526 Added 49.47%
533,363 $15.3 Million
Q3 2023

Nov 20, 2023

BUY
$26.0 - $28.17 $753,844 - $816,760
28,994 Added 8.84%
356,837 $9.32 Million
Q2 2023

Aug 28, 2023

BUY
$26.46 - $28.05 $795,758 - $843,575
30,074 Added 10.1%
327,843 $8.96 Million
Q1 2023

Apr 24, 2023

BUY
$25.21 - $27.45 $1.5 Million - $1.63 Million
59,362 Added 24.9%
297,769 $8.02 Million
Q4 2022

Mar 01, 2023

SELL
$21.47 - $25.85 $941,244 - $1.13 Million
-43,840 Reduced 15.53%
238,407 $5.97 Million
Q3 2022

Oct 31, 2022

BUY
$21.44 - $25.78 $3.47 Million - $4.17 Million
161,765 Added 134.26%
282,247 $6.09 Million
Q2 2022

Aug 16, 2022

BUY
$23.87 - $28.49 $614,915 - $733,930
25,761 Added 27.2%
120,482 $2.91 Million
Q1 2022

May 02, 2022

BUY
$25.94 - $30.08 $1.58 Million - $1.83 Million
60,755 Added 178.87%
94,721 $2.67 Million
Q4 2021

Mar 24, 2022

BUY
$28.27 - $30.4 $92,612 - $99,590
3,276 Added 10.67%
33,966 $1 Million
Q3 2021

Nov 15, 2021

BUY
$28.39 - $30.41 $180,645 - $193,498
6,363 Added 26.16%
30,690 $887,000
Q2 2021

Nov 16, 2021

BUY
$28.24 - $30.33 $231,906 - $249,069
8,212 Added 50.96%
24,327 $711,000
Q1 2021

May 17, 2021

BUY
$26.33 - $28.4 $424,307 - $457,666
16,115 New
16,115 $449,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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