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 $29.5 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
911,055
Previous 844,175
7.92%
Holding current value
$29.5 Million
Previous $22.3 Million
21.06%
% of portfolio
2.56%
Previous 2.28%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
482Shares Held
166MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.8MShares$544 Million8.65% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.58MShares$213 Million0.29% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO6.01MShares$195 Million2.54% of portfolio
-
Truepoint, Inc.4.49MShares$146 Million3.41% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$128 Million1.18% of portfolio