Willow Creek Wealth Management Inc. Dimensional ETF Tr Emerging Mk Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
A detailed history of Willow Creek Wealth Management Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 813,616 shares of DFEM stock, worth $21.3 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
813,616
Previous 489,164
66.33%
Holding current value
$21.3 Million
Previous $12.2 Million
74.53%
% of portfolio
2.26%
Previous 1.56%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
424Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio