Willow Creek Wealth Management Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 35,724 shares of DFIP stock, worth $1.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

35,724

Previous 35,279 1.26%

Holding current value

$1.5 Million

Previous $1.48 Million 2.24%

% of portfolio

0.13%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$41.6 - $42.66 $18,512 - $18,983	445 Added 1.26%	35,724 $1.51 Million
Q2 2025 Jul 16, 2025	SELL	$41.11 - $42.42 $27,831 - $28,718	-677 Reduced 1.88%	35,279 $1.48 Million
Q1 2025 Jul 16, 2025	BUY	$40.27 - $42.11 $563 - $589	14 Added 0.04%	35,956 $1.51 Million
Q4 2024 Feb 14, 2025	BUY	$40.31 - $42.43 $128,064 - $134,800	3,177 Added 9.7%	35,942 $1.46 Million
Q3 2024 Jul 25, 2025	BUY	$40.69 - $42.46 $3,336 - $3,481	82 Added 0.22%	36,924 $1.56 Million

Q2 2024 Jul 25, 2025	BUY	$40.31 - $41.37 $63,004 - $64,661	1,563 Added 4.43%	36,842 $1.5 Million
Q1 2024 Jul 25, 2025	BUY	$40.58 - $41.54 $52,388 - $53,628	1,291 Added 3.66%	36,570 $1.51 Million
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

155

Shares Held

17.3M

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