Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 391,044 shares of DFAR stock, worth $9.16 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
391,044
Previous 386,110
1.28%
Holding current value
$9.16 Million
Previous $9.06 Million
2.96%
% of portfolio
0.81%
Previous 0.86%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio