Willow Creek Wealth Management Inc. Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 911,055 shares of DFEM stock, worth $27.8 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
911,055
Previous 844,175
7.92%
Holding current value
$27.8 Million
Previous $22.3 Million
21.06%
% of portfolio
2.56%
Previous 2.28%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
455Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.6MShares$506 Million8.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.49MShares$198 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.11MShares$186 Million2.63% of portfolio
-
Truepoint, Inc.4.91MShares$150 Million3.62% of portfolio
-
Sequoia Financial Advisors, LLC4.63MShares$141 Million1.05% of portfolio