Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
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 443,858 shares of DFAR stock, worth $10.8 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
443,858
Previous 422,551
5.04%
Holding current value
$10.8 Million
Previous $9.61 Million
7.49%
% of portfolio
1.09%
Previous 1.23%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.7 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$57 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.6 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.4 Million2.99% of portfolio