Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 35,609 shares of DFAS stock, worth $1.98 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

35,609

Previous 36,225 1.7%

Holding current value

$1.98 Million

Previous $2.16 Million 7.32%

% of portfolio

0.25%

Previous 0.28%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$63.58 - $71.15 $39,165 - $43,828	-616 Reduced 1.7%	35,609 $2.32 Million
Q4 2023 Apr 01, 2024	SELL	$48.83 - $60.51 $39,356 - $48,771	-806 Reduced 2.18%	36,225 $2.16 Million
Q3 2023 Nov 20, 2023	SELL	$51.84 - $57.67 $23,639 - $26,297	-456 Reduced 1.22%	37,031 $1.94 Million
Q2 2023 Aug 28, 2023	BUY	$49.85 - $54.8 $25,523 - $28,057	512 Added 1.38%	37,487 $2.05 Million
Q1 2023 Apr 24, 2023	SELL	$50.35 - $57.8 $4,028 - $4,624	-80 Reduced 0.22%	36,975 $1.95 Million
Q4 2022 Mar 01, 2023	SELL	$47.77 - $54.73 $16,576 - $18,991	-347 Reduced 0.93%	37,055 $1.9 Million
Q3 2022 Oct 31, 2022	SELL	$46.47 - $55.84 $2,230 - $2,680	-48 Reduced 0.13%	37,402 $1.74 Million
Q2 2022 Aug 16, 2022	SELL	$46.65 - $56.4 $10,216 - $12,351	-219 Reduced 0.58%	37,450 $1.8 Million
Q1 2022 May 02, 2022	SELL	$53.45 - $60.82 $7,215 - $8,210	-135 Reduced 0.36%	37,669 $2.11 Million
Q4 2021 Mar 24, 2022	BUY	$56.67 - $63.93 $1,756 - $1,981	31 Added 0.08%	37,804 $2.27 Million
Q3 2021 Nov 15, 2021	SELL	$54.69 - $59.43 $2,296 - $2,496	-42 Reduced 0.11%	37,773 $2.17 Million
Q2 2021 Nov 16, 2021	BUY	$56.37 - $58.95 $2.13 Million - $2.23 Million	37,815 New	37,815 $2.21 Million

Others Institutions Holding DFAS

# of Institutions

787

Shares Held

119M

Call Options Held

Put Options Held

200

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Small C Transaction History