Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 422,551 shares of DFAR stock, worth $9.85 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

422,551

Previous 250,533 68.66%

Holding current value

$9.85 Million

Previous $4.89 Million 96.48%

% of portfolio

1.23%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$18.45 - $23.08 $3.17 Million - $3.97 Million	172,018 Added 68.66%	422,551 $9.61 Million
Q3 2023 Nov 20, 2023	BUY	$19.26 - $22.35 $212,418 - $246,498	11,029 Added 4.6%	250,533 $4.89 Million
Q2 2023 Aug 28, 2023	BUY	$20.22 - $21.63 $408,322 - $436,796	20,194 Added 9.21%	239,504 $5.15 Million
Q1 2023 Apr 24, 2023	BUY	$19.83 - $23.92 $59,331 - $71,568	2,992 Added 1.38%	219,310 $4.71 Million
Q4 2022 Mar 01, 2023	BUY	$19.45 - $22.52 $2.55 Million - $2.95 Million	130,861 Added 153.13%	216,318 $4.58 Million
Q3 2022 Oct 31, 2022	BUY	$20.34 - $25.89 $676,752 - $861,412	33,272 Added 63.76%	85,457 $1.76 Million
Q2 2022 Aug 16, 2022	BUY	$21.92 - $28.24 $1.14 Million - $1.47 Million	52,185 New	52,185 $1.21 Million

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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