Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History

Willow Creek Wealth Management Inc.

$1.15 Billion
Q3 2025

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 732,358 shares of DFIV stock, worth $35.1 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares

732,358

Previous 737,938 0.76%

Holding current value

$35.1 Million

Previous $31.6 Million 6.87%

% of portfolio

2.94%

Previous 2.99%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$42.66 - $46.53 $238,042 - $259,637	-5,580 Reduced 0.76%	732,358 $33.8 Million
Q2 2025 Jul 16, 2025	SELL	$34.67 - $43.21 $224,557 - $279,871	-6,477 Reduced 0.87%	737,938 $31.6 Million
Q1 2025 Jul 16, 2025	SELL	$35.33 - $40.77 $74,722 - $86,228	-2,115 Reduced 0.28%	744,415 $29.3 Million
Q4 2024 Feb 14, 2025	SELL	$34.86 - $37.97 $56,264 - $61,283	-1,614 Reduced 0.22%	746,530 $26.5 Million
Q3 2024 Jul 25, 2025	SELL	$34.66 - $38.38 $569,325 - $630,429	-16,426 Reduced 2.2%	730,066 $27.8 Million

Q2 2024 Jul 25, 2025	BUY	$35.5 - $38.02 $303,667 - $325,223	8,554 Added 1.16%	746,492 $26.8 Million
Q1 2024 Jul 25, 2025	BUY	$33.15 - $36.75 $538,455 - $596,930	16,243 Added 2.2%	754,181 $27.7 Million
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

793

Shares Held

258M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History