Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 36,225 shares of DFAS stock, worth $2.38 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
36,225
Previous 37,031 2.18%
Holding current value
$2.38 Million
Previous $1.94 Million 11.12%
% of portfolio
0.28%
Previous 0.29%

Shares

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

Apr 01, 2024
SELL
$48.83 - $60.51 $39,356 - $48,771
-806 Reduced 2.18%
36,225 $2.16 Million
Q3 2023

Nov 20, 2023
SELL
$51.84 - $57.67 $23,639 - $26,297
-456 Reduced 1.22%
37,031 $1.94 Million
Q2 2023

Aug 28, 2023
BUY
$49.85 - $54.8 $25,523 - $28,057
512 Added 1.38%
37,487 $2.05 Million
Q1 2023

Apr 24, 2023
SELL
$50.35 - $57.8 $4,028 - $4,624
-80 Reduced 0.22%
36,975 $1.95 Million
Q4 2022

Mar 01, 2023
SELL
$47.77 - $54.73 $16,576 - $18,991
-347 Reduced 0.93%
37,055 $1.9 Million
Q3 2022

Oct 31, 2022
SELL
$46.47 - $55.84 $2,230 - $2,680
-48 Reduced 0.13%
37,402 $1.74 Million
Q2 2022

Aug 16, 2022
SELL
$46.65 - $56.4 $10,216 - $12,351
-219 Reduced 0.58%
37,450 $1.8 Million
Q1 2022

May 02, 2022
SELL
$53.45 - $60.82 $7,215 - $8,210
-135 Reduced 0.36%
37,669 $2.11 Million
Q4 2021

Mar 24, 2022
BUY
$56.67 - $63.93 $1,756 - $1,981
31 Added 0.08%
37,804 $2.27 Million
Q3 2021

Nov 15, 2021
SELL
$54.69 - $59.43 $2,296 - $2,496
-42 Reduced 0.11%
37,773 $2.17 Million
Q2 2021

Nov 16, 2021
BUY
$56.37 - $58.95 $2.13 Million - $2.23 Million
37,815 New
37,815 $2.21 Million

Others Institutions Holding DFAS

# of Institutions
689
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
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