Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,206,131 shares of DFAI stock, worth $44 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares
1,206,131
Previous 1,117,501 7.93%
Holding current value
$44 Million
Previous $34.9 Million 19.47%
% of portfolio
3.95%
Previous 3.57%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$28.02 - $34.71 $2.48 Million - $3.08 Million
88,630 Added 7.93%
1,206,131 $41.7 Million
Q1 2025

Jul 16, 2025
BUY
$28.88 - $32.4 $3.45 Million - $3.88 Million
119,599 Added 11.99%
1,117,501 $34.9 Million
Q4 2024

Feb 14, 2025
BUY
$29.0 - $31.6 $13.5 Million - $14.7 Million
464,539 Added 87.1%
997,902 $29.1 Million
Q3 2024

Jul 25, 2025
BUY
$28.69 - $32.06 $2.27 Million - $2.54 Million
79,190 Added 11.62%
760,804 $24.2 Million
Q2 2024

Jul 25, 2025
SELL
$28.93 - $30.91 $15.2 Million - $16.2 Million
-524,517 Reduced 43.49%
681,614 $20.2 Million
Q1 2024

Jul 25, 2025
SELL
$27.74 - $30.27 $16.8 Million - $18.3 Million
-604,081 Reduced 50.08%
602,050 $18.2 Million
Q4 2023

Apr 01, 2024
BUY
$24.88 - $28.69 $4.39 Million - $5.06 Million
176,526 Added 49.47%
533,363 $15.3 Million
Q3 2023

Nov 20, 2023
BUY
$26.0 - $28.17 $753,844 - $816,760
28,994 Added 8.84%
356,837 $9.32 Million
Q2 2023

Aug 28, 2023
BUY
$26.46 - $28.05 $795,758 - $843,575
30,074 Added 10.1%
327,843 $8.96 Million
Q1 2023

Apr 24, 2023
BUY
$25.21 - $27.45 $1.5 Million - $1.63 Million
59,362 Added 24.9%
297,769 $8.02 Million
Q4 2022

Mar 01, 2023
SELL
$21.47 - $25.85 $941,244 - $1.13 Million
-43,840 Reduced 15.53%
238,407 $5.97 Million
Q3 2022

Oct 31, 2022
BUY
$21.44 - $25.78 $3.47 Million - $4.17 Million
161,765 Added 134.26%
282,247 $6.09 Million
Q2 2022

Aug 16, 2022
BUY
$23.87 - $28.49 $614,915 - $733,930
25,761 Added 27.2%
120,482 $2.91 Million
Q1 2022

May 02, 2022
BUY
$25.94 - $30.08 $1.58 Million - $1.83 Million
60,755 Added 178.87%
94,721 $2.67 Million
Q4 2021

Mar 24, 2022
BUY
$28.27 - $30.4 $92,612 - $99,590
3,276 Added 10.67%
33,966 $1 Million
Q3 2021

Nov 15, 2021
BUY
$28.39 - $30.41 $180,645 - $193,498
6,363 Added 26.16%
30,690 $887,000
Q2 2021

Nov 16, 2021
BUY
$28.24 - $30.33 $231,906 - $249,069
8,212 Added 50.96%
24,327 $711,000
Q1 2021

May 17, 2021
BUY
$26.33 - $28.4 $424,307 - $457,666
16,115 New
16,115 $449,000

Others Institutions Holding DFAI

# of Institutions
689
Shares Held
256M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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