Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 73,182 shares of DFIC stock, worth $2.04 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
73,182
Previous 62,989
16.18%
Holding current value
$2.04 Million
Previous $1.61 Million
17.6%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio