Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,746,773 shares of DFAT stock, worth $101 Million. This represents 11.69% of its overall portfolio holdings.

Number of Shares

1,746,773

Previous 1,713,713 1.93%

Holding current value

$101 Million

Previous $78.3 Million 16.74%

% of portfolio

11.69%

Previous 11.8%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$42.71 - $53.09 $1.41 Million - $1.76 Million	33,060 Added 1.93%	1,746,773 $91.4 Million
Q3 2023 Nov 20, 2023	BUY	$45.07 - $49.71 $1.3 Million - $1.43 Million	28,852 Added 1.71%	1,713,713 $78.3 Million
Q2 2023 Aug 28, 2023	BUY	$41.44 - $46.39 $1.32 Million - $1.48 Million	31,888 Added 1.93%	1,684,861 $78.2 Million
Q1 2023 Apr 24, 2023	BUY	$42.38 - $49.75 $1.9 Million - $2.23 Million	44,906 Added 2.79%	1,652,973 $73.6 Million
Q4 2022 Mar 01, 2023	BUY	$40.24 - $46.91 $220,233 - $256,738	5,473 Added 0.34%	1,608,067 $70.7 Million
Q3 2022 Oct 31, 2022	SELL	$38.84 - $46.6 $720,676 - $864,663	-18,555 Reduced 1.14%	1,602,594 $62.5 Million
Q2 2022 Aug 16, 2022	BUY	$39.72 - $47.15 $1.47 Million - $1.74 Million	36,948 Added 2.33%	1,621,149 $65.2 Million
Q1 2022 May 02, 2022	BUY	$44.35 - $48.64 $1.36 Million - $1.49 Million	30,620 Added 1.97%	1,584,201 $73.8 Million
Q4 2021 Mar 24, 2022	BUY	$44.48 - $49.36 $1.26 Million - $1.4 Million	28,377 Added 1.86%	1,553,581 $73.8 Million
Q3 2021 Nov 15, 2021	BUY	$41.66 - $45.84 $1.05 Million - $1.16 Million	25,236 Added 1.68%	1,525,204 $67.7 Million
Q2 2021 Nov 16, 2021	BUY	$43.52 - $46.03 $65.3 Million - $69 Million	1,499,968 New	1,499,968 $67.2 Million

Others Institutions Holding DFAT

# of Institutions

667

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Target Transaction History