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 123,895 shares of DISV stock, worth $4.45 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

123,895

Previous 124,477 0.47%

Holding current value

$4.45 Million

Previous $4.1 Million 7.93%

% of portfolio

0.38%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$32.78 - $35.79 $19,077 - $20,829	-582 Reduced 0.47%	123,895 $4.42 Million
Q2 2025 Jul 16, 2025	SELL	$25.93 - $32.91 $50,148 - $63,647	-1,934 Reduced 1.53%	124,477 $4.1 Million
Q1 2025 Jul 16, 2025	SELL	$26.09 - $30.21 $22,385 - $25,920	-858 Reduced 0.67%	126,411 $3.68 Million
Q4 2024 Feb 14, 2025	BUY	$26.18 - $28.77 $17,095 - $18,786	653 Added 0.52%	127,269 $3.38 Million
Q3 2024 Jul 25, 2025	SELL	$26.06 - $29.18 $21,707 - $24,306	-833 Reduced 0.66%	125,991 $3.66 Million

Q2 2024 Jul 25, 2025	BUY	$26.23 - $28.56 $61,561 - $67,030	2,347 Added 1.89%	126,824 $3.41 Million
Q1 2024 Jul 25, 2025	BUY	$24.73 - $27.24 $74,412 - $81,965	3,009 Added 2.42%	127,486 $3.47 Million
Q4 2023 Apr 01, 2024	BUY	$22.43 - $25.87 $452,951 - $522,418	20,194 Added 18.98%	126,616 $3.27 Million
Q3 2023 Nov 20, 2023	SELL	$23.27 - $25.13 $60,222 - $65,036	-2,588 Reduced 2.37%	106,422 $2.53 Million
Q2 2023 Aug 28, 2023	SELL	$23.01 - $24.6 $36,792 - $39,335	-1,599 Reduced 1.45%	109,010 $2.58 Million
Q1 2023 Apr 24, 2023	BUY	$22.4 - $24.75 $169,075 - $186,813	7,548 Added 7.32%	110,609 $2.63 Million
Q4 2022 Mar 01, 2023	SELL	$18.45 - $22.54 $628,240 - $767,509	-34,051 Reduced 24.83%	103,061 $2.29 Million
Q3 2022 Oct 31, 2022	BUY	$18.36 - $22.57 $2.52 Million - $3.09 Million	137,112 New	137,112 $2.55 Million

Others Institutions Holding DISV

# of Institutions

390

Shares Held

82.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

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