Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 86,495 shares of DFIC stock, worth $2.84 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

86,495

Previous 80,756 7.11%

Holding current value

$2.84 Million

Previous $2.24 Million 19.94%

% of portfolio

0.25%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$24.94 - $31.15 $143,130 - $178,769	5,739 Added 7.11%	86,495 $2.69 Million
Q1 2025 Jul 16, 2025	BUY	$25.54 - $28.79 $193,439 - $218,055	7,574 Added 10.35%	80,756 $2.24 Million
Q4 2024 Feb 14, 2025	BUY	$25.61 - $28.0 $261,042 - $285,404	10,193 Added 16.18%	73,182 $1.89 Million
Q3 2024 Jul 25, 2025	SELL	$25.36 - $28.37 $48,894 - $54,697	-1,928 Reduced 2.85%	65,693 $1.85 Million
Q2 2024 Jul 25, 2025	SELL	$25.73 - $27.44 $485,628 - $517,902	-18,874 Reduced 21.82%	67,621 $1.78 Million
Q1 2024 Jul 25, 2025	SELL	$24.62 - $26.83 $478,785 - $521,763	-19,447 Reduced 22.48%	67,048 $1.79 Million
Q4 2023 Apr 01, 2024	BUY	$22.18 - $25.58 $167,348 - $193,001	7,545 Added 13.61%	62,989 $1.61 Million
Q3 2023 Nov 20, 2023	BUY	$23.25 - $25.17 $4,161 - $4,505	179 Added 0.32%	55,444 $1.29 Million
Q2 2023 Aug 28, 2023	BUY	$23.45 - $24.88 $92,416 - $98,052	3,941 Added 7.68%	55,265 $1.34 Million
Q1 2023 Apr 24, 2023	BUY	$22.5 - $24.64 $86,670 - $94,913	3,852 Added 8.11%	51,324 $1.24 Million
Q4 2022 Mar 01, 2023	BUY	$19.06 - $23.03 $653,758 - $789,929	34,300 Added 260.4%	47,472 $1.06 Million
Q3 2022 Oct 31, 2022	BUY	$19.05 - $23.07 $250,926 - $303,878	13,172 New	13,172 $252,000

Others Institutions Holding DFIC

# of Institutions

518

Shares Held

301M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
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Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History