Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 748,144 shares of DFIV stock, worth $26.6 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares
748,144
Previous 749,904 0.23%
Holding current value
$26.6 Million
Previous $24.5 Million 5.09%
% of portfolio
3.29%
Previous 3.69%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
SELL
$30.86 - $34.46 $54,313 - $60,649
-1,760 Reduced 0.23%
748,144 $25.7 Million
Q3 2023

Nov 20, 2023
BUY
$32.1 - $34.42 $1.13 Million - $1.21 Million
35,065 Added 4.91%
749,904 $24.5 Million
Q2 2023

Aug 28, 2023
SELL
$31.45 - $33.77 $201,217 - $216,060
-6,398 Reduced 0.89%
714,839 $23.5 Million
Q1 2023

Apr 24, 2023
BUY
$30.43 - $33.38 $105,257 - $115,461
3,459 Added 0.48%
721,237 $23.2 Million
Q4 2022

Mar 01, 2023
BUY
$25.88 - $31.1 $655,540 - $787,763
25,330 Added 3.66%
717,778 $21.8 Million
Q3 2022

Oct 31, 2022
SELL
$25.71 - $30.57 $299,830 - $356,507
-11,662 Reduced 1.66%
692,448 $17.8 Million
Q2 2022

Aug 16, 2022
BUY
$28.66 - $33.84 $652,330 - $770,232
22,761 Added 3.34%
704,110 $20.3 Million
Q1 2022

May 02, 2022
BUY
$30.75 - $35.49 $609,219 - $703,127
19,812 Added 2.99%
681,349 $22.8 Million
Q4 2021

Mar 24, 2022
SELL
$31.61 - $34.21 $70,016 - $75,775
-2,215 Reduced 0.33%
661,537 $21.7 Million
Q3 2021

Nov 15, 2021
BUY
$32.25 - $33.65 $21.4 Million - $22.3 Million
663,752 New
663,752 $21.7 Million

Others Institutions Holding DFIV

# of Institutions
559
Shares Held
193M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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