Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimen Emrgn 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 Dimen Emrgn stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 163,365 shares of DFSE stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

163,365

Previous 182,360 10.42%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	SELL	N/A	-18,995 Reduced 10.42%	163,365 $0
Q1 2025 Jul 16, 2025	BUY	N/A	57,510 Added 46.06%	182,360 $0
Q4 2024 Feb 14, 2025	BUY	N/A	68,426 Added 121.27%	124,850 $0
Q3 2024 Jul 25, 2025	BUY	N/A	5,385 Added 5.88%	96,999 $0
Q2 2024 Jul 25, 2025	SELL	N/A	-71,751 Reduced 43.92%	91,614 $0
Q1 2024 Jul 25, 2025	SELL	N/A	-87,847 Reduced 53.77%	75,518 $0
Q4 2023 Apr 01, 2024	BUY	N/A	13,596 Added 31.75%	56,424 $0
Q3 2023 Nov 20, 2023	BUY	N/A	1,713 Added 4.17%	42,828 $0
Q2 2023 Aug 28, 2023	BUY	N/A	10,447 Added 34.06%	41,115 $0
Q1 2023 Apr 24, 2023	BUY	N/A	12,084 Added 65.02%	30,668 $0
Q4 2022 Mar 01, 2023	BUY	N/A	18,584 New	18,584 $524,000

Others Institutions Holding DFSE

# of Institutions

146

Shares Held

7.44M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

Ticker DFSE

More about DFSE

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 Dimen Emrgn Transaction History