Willow Creek Wealth Management Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,080,534 shares of DFUV stock, worth $48.7 Million. This represents 4.2% of its overall portfolio holdings.

Number of Shares

1,080,534

Previous 1,085,073 0.42%

Holding current value

$48.7 Million

Previous $45.9 Million 5.26%

% of portfolio

4.2%

Previous 4.34%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$41.91 - $44.87 $190,229 - $203,664	-4,539 Reduced 0.42%	1,080,534 $48.3 Million
Q2 2025 Jul 16, 2025	SELL	$36.25 - $42.28 $394,690 - $460,344	-10,888 Reduced 0.99%	1,085,073 $45.9 Million
Q1 2025 Jul 16, 2025	BUY	$39.96 - $43.3 $324,675 - $351,812	8,125 Added 0.75%	1,095,961 $45.2 Million
Q4 2024 Feb 14, 2025	SELL	$40.38 - $44.35 $2.16 Million - $2.37 Million	-53,376 Reduced 4.68%	1,087,836 $44.5 Million
Q3 2024 Jul 25, 2025	SELL	$38.51 - $41.69 $739,430 - $800,489	-19,201 Reduced 1.75%	1,081,089 $45.1 Million

Q2 2024 Jul 25, 2025	BUY	$38.53 - $40.76 $586,311 - $620,244	15,217 Added 1.4%	1,100,290 $43.2 Million
Q1 2024 Jul 25, 2025	BUY	$36.22 - $40.9 $1.39 Million - $1.57 Million	38,443 Added 3.54%	1,123,516 $46 Million
Q4 2023 Apr 01, 2024	SELL	$31.85 - $37.39 $972,380 - $1.14 Million	-30,530 Reduced 2.61%	1,141,212 $42.5 Million
Q3 2023 Nov 20, 2023	SELL	$33.83 - $36.19 $274,834 - $294,007	-8,124 Reduced 0.69%	1,171,742 $39.9 Million
Q2 2023 Aug 28, 2023	BUY	$32.32 - $34.5 $37,685 - $40,227	1,166 Added 0.1%	1,179,866 $40.7 Million
Q1 2023 Apr 24, 2023	SELL	$31.9 - $35.83 $373,931 - $419,999	-11,722 Reduced 0.98%	1,178,700 $39.5 Million
Q4 2022 Mar 01, 2023	BUY	$30.23 - $35.36 $89,118 - $104,241	2,948 Added 0.25%	1,190,422 $39.9 Million
Q3 2022 Oct 31, 2022	SELL	$29.6 - $34.78 $1.01 Million - $1.19 Million	-34,105 Reduced 2.79%	1,187,474 $35.2 Million
Q2 2022 Aug 16, 2022	BUY	$30.92 - $35.31 $37.8 Million - $43.1 Million	1,221,579 New	1,221,579 $38.6 Million

Others Institutions Holding DFUV

# of Institutions

768

Shares Held

246M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
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Industry ETFs

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