Willow Creek Wealth Management Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 14,532 shares of DFSD stock, worth $700,442. This represents 0.06% of its overall portfolio holdings.
Number of Shares
14,532Holding current value
$700,442% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
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Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
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Apella Capital, LLC4MShares$193 Million4.51% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio