Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 367,975 shares of DFAU stock, worth $16.1 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

367,975

Previous 345,260 6.58%

Holding current value

$16.1 Million

Previous $13.3 Million 17.45%

% of portfolio

1.48%

Previous 1.36%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$34.04 - $42.36 $773,218 - $962,207	22,715 Added 6.58%	367,975 $15.6 Million
Q1 2025 Jul 16, 2025	BUY	$37.84 - $42.29 $726,338 - $811,756	19,195 Added 5.89%	345,260 $13.3 Million
Q4 2024 Feb 14, 2025	BUY	$39.27 - $42.38 $280,898 - $303,144	7,153 Added 2.24%	326,065 $13.2 Million
Q3 2024 Jul 25, 2025	BUY	$35.8 - $39.69 $61,468 - $68,147	1,717 Added 0.54%	321,797 $12.8 Million
Q2 2024 Jul 25, 2025	SELL	$34.53 - $37.67 $1.65 Million - $1.8 Million	-47,895 Reduced 13.02%	320,080 $12 Million
Q1 2024 Jul 25, 2025	SELL	$32.59 - $36.54 $1.6 Million - $1.79 Million	-48,978 Reduced 13.31%	318,997 $11.7 Million
Q4 2023 Apr 01, 2024	BUY	$28.58 - $33.37 $290,372 - $339,039	10,160 Added 3.29%	318,912 $10.6 Million
Q3 2023 Nov 20, 2023	BUY	$29.79 - $32.13 $1.66 Million - $1.79 Million	55,609 Added 21.97%	308,752 $9.25 Million
Q2 2023 Aug 28, 2023	SELL	$28.25 - $30.99 $67,461 - $74,004	-2,388 Reduced 0.93%	253,143 $7.84 Million
Q1 2023 Apr 24, 2023	BUY	$26.87 - $29.65 $784,818 - $866,017	29,208 Added 12.91%	255,531 $7.35 Million
Q4 2022 Mar 01, 2023	BUY	$25.24 - $28.83 $2.73 Million - $3.11 Million	108,007 Added 91.29%	226,323 $6.12 Million
Q3 2022 Oct 31, 2022	BUY	$25.15 - $30.14 $1.56 Million - $1.87 Million	61,891 Added 109.69%	118,316 $2.98 Million
Q2 2022 Aug 16, 2022	BUY	$25.69 - $31.79 $510,922 - $632,239	19,888 Added 54.43%	56,425 $1.49 Million
Q1 2022 May 02, 2022	BUY	$29.18 - $33.24 $219,170 - $249,665	7,511 Added 25.88%	36,537 $1.15 Million
Q4 2021 Mar 24, 2022	SELL	$30.17 - $33.15 $181 - $198	-6 Reduced 0.02%	29,026 $958,000
Q3 2021 Nov 15, 2021	BUY	$29.64 - $31.67 $72,054 - $76,989	2,431 Added 9.14%	29,032 $875,000
Q2 2021 Nov 16, 2021	BUY	$28.46 - $30.21 $306,741 - $325,603	10,778 Added 68.12%	26,601 $804,000
Q1 2021 May 17, 2021	BUY	$25.91 - $28.38 $409,973 - $449,056	15,823 New	15,823 $446,000

Others Institutions Holding DFAU

# of Institutions

518

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

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About DIMENSIONAL ETF TR

Ticker DFAU
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Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History