Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 2,099,217 shares of DFAT stock, worth $121 Million. This represents 10.72% of its overall portfolio holdings.

Number of Shares
2,099,217
Previous 2,029,767 3.42%
Holding current value
$121 Million
Previous $105 Million 8.38%
% of portfolio
10.72%
Previous 10.69%

Shares

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

Jul 16, 2025
BUY
$44.8 - $53.97 $3.11 Million - $3.75 Million
69,450 Added 3.42%
2,099,217 $113 Million
Q1 2025

Jul 16, 2025
BUY
$50.44 - $58.1 $3.88 Million - $4.47 Million
76,930 Added 3.94%
2,029,767 $105 Million
Q4 2024

Feb 14, 2025
BUY
$54.54 - $61.04 $11.2 Million - $12.6 Million
206,064 Added 11.8%
1,952,837 $109 Million
Q3 2024

Jul 25, 2025
BUY
$51.0 - $57.07 $955,332 - $1.07 Million
18,732 Added 1.04%
1,826,059 $102 Million
Q2 2024

Jul 25, 2025
SELL
$50.18 - $54.47 $14.6 Million - $15.9 Million
-291,890 Reduced 13.9%
1,807,327 $93.7 Million
Q1 2024

Jul 25, 2025
SELL
$49.45 - $54.43 $16 Million - $17.6 Million
-324,118 Reduced 15.44%
1,775,099 $96.6 Million
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
798
Shares Held
172M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email