Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 48,267 shares of DFSV stock, worth $1.52 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

48,267

Previous 41,282 16.92%

Holding current value

$1.52 Million

Previous $1.21 Million 26.52%

% of portfolio

0.13%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$29.2 - $32.74 $203,962 - $228,688	6,985 Added 16.92%	48,267 $1.54 Million
Q2 2025 Jul 16, 2025	BUY	$24.21 - $29.47 $629,411 - $766,161	25,998 Added 170.1%	41,282 $1.21 Million
Q1 2025 Jul 16, 2025	BUY	$27.56 - $32.1 $18,051 - $21,025	655 Added 4.48%	15,284 $430,000
Q4 2024 Feb 14, 2025	SELL	$30.18 - $33.87 $50,853 - $57,070	-1,685 Reduced 10.33%	14,629 $450,000
Q3 2024 Jul 25, 2025	SELL	$28.25 - $31.7 $37,544 - $42,129	-1,329 Reduced 8.14%	15,005 $462,000

Q2 2024 Jul 25, 2025	SELL	$27.81 - $30.13 $693,803 - $751,683	-24,948 Reduced 60.43%	16,334 $470,000
Q1 2024 Jul 25, 2025	SELL	$27.45 - $30.1 $684,822 - $750,934	-24,948 Reduced 60.43%	16,334 $491,000
Q4 2023 Apr 01, 2024	SELL	$23.61 - $29.53 $83,579 - $104,536	-3,540 Reduced 17.83%	16,314 $475,000
Q3 2023 Nov 20, 2023	BUY	$24.97 - $27.69 $38,478 - $42,670	1,541 Added 8.41%	19,854 $503,000
Q2 2023 Aug 28, 2023	BUY	$23.17 - $25.7 $13,230 - $14,674	571 Added 3.22%	18,313 $470,000
Q1 2023 Apr 24, 2023	BUY	$23.74 - $28.31 $201,196 - $239,927	8,475 Added 91.45%	17,742 $442,000
Q4 2022 Mar 01, 2023	BUY	$22.47 - $26.46 $208,229 - $245,204	9,267 New	9,267 $230,000

Others Institutions Holding DFSV

# of Institutions

496

Shares Held

140M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

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