Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

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 62,989 shares of DFIC stock, worth $1.63 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

62,989

Previous 55,444 13.61%

Holding current value

$1.63 Million

Previous $1.29 Million 24.27%

% of portfolio

0.21%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

364

Shares Held

234M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional Transaction History