Willow Creek Wealth Management Inc. Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 962,189 shares of DFEM stock, worth $31.8 Million. This represents 2.68% of its overall portfolio holdings.
Number of Shares
962,189
Previous 911,055
5.61%
Holding current value
$31.8 Million
Previous $27 Million
14.12%
% of portfolio
2.68%
Previous 2.56%
Shares
13 transactions
Others Institutions Holding DFEM
# of Institutions
498Shares Held
176MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL17.2MShares$570 Million8.59% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.02MShares$199 Million2.34% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.75MShares$190 Million0.29% of portfolio
-
Sequoia Financial Advisors, LLC4.89MShares$162 Million1.07% of portfolio
-
Truepoint, Inc.4.44MShares$147 Million3.41% of portfolio