Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 365,649 shares of DFAU stock, worth $16.8 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares
365,649
Previous 367,975 0.63%
Holding current value
$16.8 Million
Previous $15.6 Million 7.35%
% of portfolio
1.45%
Previous 1.48%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$42.42 - $45.96 $98,668 - $106,902
-2,326 Reduced 0.63%
365,649 $16.7 Million
Q2 2025

Jul 16, 2025
BUY
$34.04 - $42.36 $773,218 - $962,207
22,715 Added 6.58%
367,975 $15.6 Million
Q1 2025

Jul 16, 2025
BUY
$37.84 - $42.29 $726,338 - $811,756
19,195 Added 5.89%
345,260 $13.3 Million
Q4 2024

Feb 14, 2025
BUY
$39.27 - $42.38 $280,898 - $303,144
7,153 Added 2.24%
326,065 $13.2 Million
Q3 2024

Jul 25, 2025
BUY
$35.8 - $39.69 $61,468 - $68,147
1,717 Added 0.54%
321,797 $12.8 Million
Q2 2024

Jul 25, 2025
SELL
$34.53 - $37.67 $1.65 Million - $1.8 Million
-47,895 Reduced 13.02%
320,080 $12 Million
Q1 2024

Jul 25, 2025
SELL
$32.59 - $36.54 $1.6 Million - $1.79 Million
-48,978 Reduced 13.31%
318,997 $11.7 Million
Q4 2023

Apr 01, 2024
BUY
$28.58 - $33.37 $290,372 - $339,039
10,160 Added 3.29%
318,912 $10.6 Million
Q3 2023

Nov 20, 2023
BUY
$29.79 - $32.13 $1.66 Million - $1.79 Million
55,609 Added 21.97%
308,752 $9.25 Million
Q2 2023

Aug 28, 2023
SELL
$28.25 - $30.99 $67,461 - $74,004
-2,388 Reduced 0.93%
253,143 $7.84 Million
Q1 2023

Apr 24, 2023
BUY
$26.87 - $29.65 $784,818 - $866,017
29,208 Added 12.91%
255,531 $7.35 Million
Q4 2022

Mar 01, 2023
BUY
$25.24 - $28.83 $2.73 Million - $3.11 Million
108,007 Added 91.29%
226,323 $6.12 Million
Q3 2022

Oct 31, 2022
BUY
$25.15 - $30.14 $1.56 Million - $1.87 Million
61,891 Added 109.69%
118,316 $2.98 Million
Q2 2022

Aug 16, 2022
BUY
$25.69 - $31.79 $510,922 - $632,239
19,888 Added 54.43%
56,425 $1.49 Million
Q1 2022

May 02, 2022
BUY
$29.18 - $33.24 $219,170 - $249,665
7,511 Added 25.88%
36,537 $1.15 Million
Q4 2021

Mar 24, 2022
SELL
$30.17 - $33.15 $181 - $198
-6 Reduced 0.02%
29,026 $958,000
Q3 2021

Nov 15, 2021
BUY
$29.64 - $31.67 $72,054 - $76,989
2,431 Added 9.14%
29,032 $875,000
Q2 2021

Nov 16, 2021
BUY
$28.46 - $30.21 $306,741 - $325,603
10,778 Added 68.12%
26,601 $804,000
Q1 2021

May 17, 2021
BUY
$25.91 - $28.38 $409,973 - $449,056
15,823 New
15,823 $446,000

Others Institutions Holding DFAU

# of Institutions
550
Shares Held
150M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email