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 $10.4 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
443,858
Previous 422,551 5.04%
Holding current value
$10.4 Million
Previous $9.61 Million 7.49%
% of portfolio
1.09%
Previous 1.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$22.72 - $25.76 $484,095 - $548,868
21,307 Added 5.04%
443,858 $10.3 Million
Q4 2023

Apr 01, 2024
BUY
$18.45 - $23.08 $3.17 Million - $3.97 Million
172,018 Added 68.66%
422,551 $9.61 Million
Q3 2023

Nov 20, 2023
BUY
$19.26 - $22.35 $212,418 - $246,498
11,029 Added 4.6%
250,533 $4.89 Million
Q2 2023

Aug 28, 2023
BUY
$20.22 - $21.63 $408,322 - $436,796
20,194 Added 9.21%
239,504 $5.15 Million
Q1 2023

Apr 24, 2023
BUY
$19.83 - $23.92 $59,331 - $71,568
2,992 Added 1.38%
219,310 $4.71 Million
Q4 2022

Mar 01, 2023
BUY
$19.45 - $22.52 $2.55 Million - $2.95 Million
130,861 Added 153.13%
216,318 $4.58 Million
Q3 2022

Oct 31, 2022
BUY
$20.34 - $25.89 $676,752 - $861,412
33,272 Added 63.76%
85,457 $1.76 Million
Q2 2022

Aug 16, 2022
BUY
$21.92 - $28.24 $1.14 Million - $1.47 Million
52,185 New
52,185 $1.21 Million

Others Institutions Holding DFAR

# of Institutions
250
Shares Held
41.2M
Call Options Held
1.9K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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