Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 73,182 shares of DFIC stock, worth $2.24 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
73,182
Previous 62,989
16.18%
Holding current value
$2.24 Million
Previous $1.61 Million
17.6%
% of portfolio
0.2%
Previous 0.21%
Shares
7 transactions
Others Institutions Holding DFIC
# of Institutions
471Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$946 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$843 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$497 Million8.53% of portfolio
-
Evensky & Katz LLC6.32MShares$193 Million11.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$158 Million0.2% of portfolio