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 298,494 shares of DFAX stock, worth $8.98 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

298,494

Previous 303,426 1.63%

Holding current value

$8.98 Million

Previous $7.95 Million 10.28%

% of portfolio

0.83%

Previous 0.81%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	$23.37 - $29.39 $115,260 - $144,951	-4,932 Reduced 1.63%	298,494 $8.77 Million
Q1 2025 Jul 16, 2025	BUY	$24.45 - $27.2 $42,958 - $47,790	1,757 Added 0.58%	303,426 $7.95 Million
Q4 2024 Feb 14, 2025	SELL	$24.76 - $27.04 $114,341 - $124,870	-4,618 Reduced 1.51%	301,669 $7.5 Million
Q3 2024 Jul 25, 2025	BUY	$24.29 - $27.25 $54,263 - $60,876	2,234 Added 0.75%	298,668 $8.07 Million
Q2 2024 Jul 25, 2025	SELL	$24.57 - $26.36 $50,614 - $54,301	-2,060 Reduced 0.69%	296,434 $7.54 Million
Q1 2024 Jul 25, 2025	BUY	$23.42 - $25.45 $130,988 - $142,341	5,593 Added 1.87%	304,087 $7.74 Million
Q4 2023 Apr 01, 2024	BUY	$21.44 - $24.42 $596,996 - $679,974	27,845 Added 10.0%	306,287 $7.48 Million
Q3 2023 Nov 20, 2023	BUY	$22.41 - $24.35 $64,809 - $70,420	2,892 Added 1.05%	278,442 $6.27 Million
Q2 2023 Aug 28, 2023	SELL	$22.56 - $24.03 $43,585 - $46,425	-1,932 Reduced 0.7%	275,550 $6.42 Million
Q1 2023 Apr 24, 2023	BUY	$21.74 - $23.72 $107,352 - $117,129	4,938 Added 1.81%	277,482 $6.4 Million
Q4 2022 Mar 01, 2023	BUY	$18.81 - $22.36 $3.36 Million - $3.99 Million	178,666 Added 190.32%	272,544 $5.89 Million
Q3 2022 Oct 31, 2022	BUY	$18.89 - $22.64 $22,025 - $26,398	1,166 Added 1.26%	93,878 $1.77 Million
Q2 2022 Aug 16, 2022	BUY	$21.22 - $25.37 $63,341 - $75,729	2,985 Added 3.33%	92,712 $1.99 Million
Q1 2022 May 02, 2022	SELL	$23.26 - $26.72 $13,723 - $15,764	-590 Reduced 0.65%	89,727 $2.24 Million
Q4 2021 Mar 24, 2022	BUY	$25.17 - $26.82 $15,680 - $16,708	623 Added 0.69%	90,317 $2.36 Million
Q3 2021 Nov 15, 2021	BUY	$25.83 - $27.21 $2.32 Million - $2.44 Million	89,694 New	89,694 $2.32 Million

Others Institutions Holding DFAX

# of Institutions

628

Shares Held

246M

Call Options Held

6.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

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.

Account

Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History