Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 41,282 shares of DFSV stock, worth $1.31 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
41,282
Previous 15,284 170.1%
Holding current value
$1.31 Million
Previous $430,000 182.33%
% of portfolio
0.11%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$24.21 - $29.47 $629,411 - $766,161
25,998 Added 170.1%
41,282 $1.21 Million
Q1 2025

Jul 16, 2025
BUY
$27.56 - $32.1 $18,051 - $21,025
655 Added 4.48%
15,284 $430,000
Q4 2024

Feb 14, 2025
SELL
$30.18 - $33.87 $50,853 - $57,070
-1,685 Reduced 10.33%
14,629 $450,000
Q3 2024

Jul 25, 2025
SELL
$28.25 - $31.7 $37,544 - $42,129
-1,329 Reduced 8.14%
15,005 $462,000
Q2 2024

Jul 25, 2025
SELL
$27.81 - $30.13 $693,803 - $751,683
-24,948 Reduced 60.43%
16,334 $470,000
Q1 2024

Jul 25, 2025
SELL
$27.45 - $30.1 $684,822 - $750,934
-24,948 Reduced 60.43%
16,334 $491,000
Q4 2023

Apr 01, 2024
SELL
$23.61 - $29.53 $83,579 - $104,536
-3,540 Reduced 17.83%
16,314 $475,000
Q3 2023

Nov 20, 2023
BUY
$24.97 - $27.69 $38,478 - $42,670
1,541 Added 8.41%
19,854 $503,000
Q2 2023

Aug 28, 2023
BUY
$23.17 - $25.7 $13,230 - $14,674
571 Added 3.22%
18,313 $470,000
Q1 2023

Apr 24, 2023
BUY
$23.74 - $28.31 $201,196 - $239,927
8,475 Added 91.45%
17,742 $442,000
Q4 2022

Mar 01, 2023
BUY
$22.47 - $26.46 $208,229 - $245,204
9,267 New
9,267 $230,000

Others Institutions Holding DFSV

# of Institutions
483
Shares Held
130M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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