Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 318,912 shares of DFAU stock, worth $13.2 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
318,912
Previous 308,752
3.29%
Holding current value
$13.2 Million
Previous $9.25 Million
14.66%
% of portfolio
1.36%
Previous 1.39%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio