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

Willow Creek Wealth Management Inc.

$945 Million
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFIV

# of Institutions

686

Shares Held

225M

Call Options Held

1.8K

Put Options Held

200

Envestnet Asset Management Inc

20M
Shares

$841 Million
0.26% of portfolio
Mercer Global Advisors Inc Denver, CO

19.1M
Shares

$802 Million
1.75% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$469 Million
4.47% of portfolio
Savant Capital, LLC

8.49M
Shares

$357 Million
2.53% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

7.29M
Shares

$306 Million
0.15% of portfolio

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.