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 306,287 shares of DFAX stock, worth $7.97 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
306,287
Previous 278,442 10.0%
Holding current value
$7.97 Million
Previous $6.27 Million 19.28%
% of portfolio
0.96%
Previous 0.95%

Shares

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

Apr 01, 2024

BUY
$21.44 - $24.42 $596,996 - $679,974
27,845 Added 10.0%
306,287 $7.48 Million
Q3 2023

Nov 20, 2023

BUY
$22.41 - $24.35 $64,809 - $70,420
2,892 Added 1.05%
278,442 $6.27 Million
Q2 2023

Aug 28, 2023

SELL
$22.56 - $24.03 $43,585 - $46,425
-1,932 Reduced 0.7%
275,550 $6.42 Million
Q1 2023

Apr 24, 2023

BUY
$21.74 - $23.72 $107,352 - $117,129
4,938 Added 1.81%
277,482 $6.4 Million
Q4 2022

Mar 01, 2023

BUY
$18.81 - $22.36 $3.36 Million - $3.99 Million
178,666 Added 190.32%
272,544 $5.89 Million
Q3 2022

Oct 31, 2022

BUY
$18.89 - $22.64 $22,025 - $26,398
1,166 Added 1.26%
93,878 $1.77 Million
Q2 2022

Aug 16, 2022

BUY
$21.22 - $25.37 $63,341 - $75,729
2,985 Added 3.33%
92,712 $1.99 Million
Q1 2022

May 02, 2022

SELL
$23.26 - $26.72 $13,723 - $15,764
-590 Reduced 0.65%
89,727 $2.24 Million
Q4 2021

Mar 24, 2022

BUY
$25.17 - $26.82 $15,680 - $16,708
623 Added 0.69%
90,317 $2.36 Million
Q3 2021

Nov 15, 2021

BUY
$25.83 - $27.21 $2.32 Million - $2.44 Million
89,694 New
89,694 $2.32 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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