Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Core Eq Transaction History
Willow Creek Wealth Management Inc.
- $1.06 Billion
- Q2 2025
A detailed history of Willow Creek Wealth Management Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 179,528 shares of DFAC stock, worth $6.66 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
179,528
Previous 161,600
11.09%
Holding current value
$6.66 Million
Previous $5.33 Million
20.69%
% of portfolio
0.61%
Previous 0.55%
Shares
17 transactions
Others Institutions Holding DFAC
# of Institutions
1,113Shares Held
820MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.99 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.94 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.4 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.38 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$644 Million0.23% of portfolio