Willow Creek Wealth Management Inc. Dimensional ETF Tr Emerging Mk Transaction History
Willow Creek Wealth Management Inc.
- $945 Million
- Q4 2024
A detailed history of Willow Creek Wealth Management Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 813,616 shares of DFEM stock, worth $23 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
813,616
Previous 489,164
66.33%
Holding current value
$23 Million
Previous $12.2 Million
74.53%
% of portfolio
2.26%
Previous 1.56%
Shares
7 transactions
Others Institutions Holding DFEM
# of Institutions
441Shares Held
160MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$468 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$183 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$173 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$139 Million3.62% of portfolio
-
High Tower Advisors, LLC Chicago, IL4.48MShares$126 Million0.17% of portfolio