Willow Creek Wealth Management Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 737,938 shares of DFIV stock, worth $32.7 Million. This represents 2.99% of its overall portfolio holdings.

Number of Shares

737,938

Previous 744,415 0.87%

Holding current value

$32.7 Million

Previous $29.3 Million 7.87%

% of portfolio

2.99%

Previous 3.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

712

Shares Held

230M

Call Options Held

1.8K

Put Options Held

200

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Account

Willow Creek Wealth Management Inc. Dimensional ETF Tr Transaction History