Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Small C 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 U S Small C stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 35,728 shares of DFAS stock, worth $2.36 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
35,728
Previous 35,858 0.36%
Holding current value
$2.36 Million
Previous $2.14 Million 6.26%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Jul 16, 2025
SELL
$52.31 - $63.72 $6,800 - $8,283
-130 Reduced 0.36%
35,728 $2.28 Million
Q1 2025

Jul 16, 2025
BUY
$58.81 - $68.2 $14,643 - $16,981
249 Added 0.7%
35,858 $2.14 Million
Q4 2024

Feb 14, 2025
SELL
$63.58 - $71.15 $39,165 - $43,828
-616 Reduced 1.7%
35,609 $2.32 Million
Q3 2024

Jul 25, 2025
SELL
$59.25 - $65.33 $8,058 - $8,884
-136 Reduced 0.38%
35,877 $2.33 Million
Q2 2024

Jul 25, 2025
BUY
$57.42 - $62.37 $16,364 - $17,775
285 Added 0.8%
36,013 $2.16 Million
Q1 2024

Jul 25, 2025
BUY
$56.66 - $62.34 $24,817 - $27,304
438 Added 1.23%
36,166 $2.25 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
827
Shares Held
128M
Call Options Held
0
Put Options Held
100
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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