Willow Creek Wealth Management Inc. Dimensional ETF Tr Inflation P Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 32,765 shares of DFIP stock, worth $1.34 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

32,765

Previous 64,075 48.86%

Holding current value

$1.34 Million

Previous $2.55 Million 46.94%

% of portfolio

0.17%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	SELL	$39.16 - $41.47 $1.23 Million - $1.3 Million	-31,310 Reduced 48.86%	32,765 $1.35 Million
Q3 2023 Nov 20, 2023	BUY	$39.65 - $41.67 $1.13 Million - $1.19 Million	28,449 Added 79.85%	64,075 $2.55 Million
Q2 2023 Aug 28, 2023	BUY	$41.16 - $43.19 $70,548 - $74,027	1,714 Added 5.05%	35,626 $1.47 Million
Q1 2023 Apr 24, 2023	BUY	$40.93 - $42.83 $208,824 - $218,518	5,102 Added 17.71%	33,912 $1.45 Million
Q4 2022 Mar 01, 2023	SELL	$40.55 - $42.62 $1.49 Million - $1.56 Million	-36,669 Reduced 56.0%	28,810 $1.19 Million
Q3 2022 Oct 31, 2022	BUY	$40.65 - $46.11 $2.41 Million - $2.74 Million	59,379 Added 973.43%	65,479 $2.66 Million
Q2 2022 Aug 16, 2022	BUY	$43.79 - $47.31 $267,119 - $288,591	6,100 New	6,100 $268,000

Others Institutions Holding DFIP

# of Institutions

116

Shares Held

12.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR INFLATION P

Ticker DFIP
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Willow Creek Wealth Management Inc. Dimensional ETF Tr Inflation P Transaction History