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

Willow Creek Wealth Management Inc.

  • $945 Million
  • Q4 2024

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 14,629 shares of DFSV stock, worth $411,221. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,629
Previous 16,314 10.33%
Holding current value
$411,221
Previous $475,000 5.26%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$30.18 - $33.87 $50,853 - $57,070
-1,685 Reduced 10.33%
14,629 $450,000
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
416
Shares Held
110M
Call Options Held
600
Put Options Held
8.2K
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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