Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 386,110 shares of DFAR stock, worth $9.19 Million. This represents 0.86% of its overall portfolio holdings.
Number of Shares
386,110
Previous 380,698
1.42%
Holding current value
$9.19 Million
Previous $9.05 Million
0.1%
% of portfolio
0.86%
Previous 0.93%
Shares
13 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.3MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio