Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 796,649 shares of DFUS stock, worth $55.1 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares

796,649

Previous 743,860 7.1%

Holding current value

$55.1 Million

Previous $45 Million 18.68%

% of portfolio

5.05%

Previous 4.6%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$53.65 - $67.02 $2.83 Million - $3.54 Million	52,789 Added 7.1%	796,649 $53.4 Million
Q1 2025 Jul 16, 2025	BUY	$59.61 - $66.71 $1.81 Million - $2.03 Million	30,362 Added 4.26%	743,860 $45 Million
Q4 2024 Feb 14, 2025	BUY	$61.52 - $66.5 $7.6 Million - $8.21 Million	123,510 Added 20.93%	713,498 $45.5 Million
Q3 2024 Jul 25, 2025	BUY	$56.04 - $62.2 $1.52 Million - $1.69 Million	27,147 Added 4.07%	693,443 $43.1 Million
Q2 2024 Jul 25, 2025	SELL	$53.83 - $59.14 $7.02 Million - $7.71 Million	-130,353 Reduced 16.36%	666,296 $39.2 Million
Q1 2024 Jul 25, 2025	SELL	$50.79 - $56.98 $8.78 Million - $9.85 Million	-172,784 Reduced 21.69%	623,865 $35.5 Million
Q4 2023 Apr 01, 2024	BUY	$44.51 - $52.0 $6.85 Million - $8.01 Million	153,993 Added 35.32%	589,988 $30.6 Million
Q3 2023 Nov 20, 2023	BUY	$46.29 - $49.87 $607,047 - $653,995	13,114 Added 3.1%	435,995 $20.3 Million
Q2 2023 Aug 28, 2023	BUY	$43.77 - $48.16 $960,445 - $1.06 Million	21,943 Added 5.47%	422,881 $20.4 Million
Q1 2023 Apr 24, 2023	BUY	$41.24 - $45.43 $2.29 Million - $2.52 Million	55,450 Added 16.05%	400,938 $17.8 Million
Q4 2022 Mar 01, 2023	SELL	$38.86 - $44.32 $1.22 Million - $1.4 Million	-31,484 Reduced 8.35%	345,488 $14.4 Million
Q3 2022 Oct 31, 2022	BUY	$38.82 - $46.57 $5.23 Million - $6.27 Million	134,648 Added 55.57%	376,972 $14.6 Million
Q2 2022 Aug 16, 2022	BUY	$39.62 - $49.51 $49,723 - $62,135	1,255 Added 0.52%	242,324 $9.88 Million
Q1 2022 May 02, 2022	BUY	$45.16 - $52.01 $2.8 Million - $3.22 Million	61,959 Added 34.59%	241,069 $11.8 Million
Q4 2021 Mar 24, 2022	BUY	$47.05 - $51.98 $81,490 - $90,029	1,732 Added 0.98%	179,110 $9.26 Million
Q3 2021 Nov 15, 2021	BUY	$46.48 - $49.7 $77,389 - $82,750	1,665 Added 0.95%	177,378 $8.37 Million
Q2 2021 Nov 16, 2021	BUY	$45.75 - $47.12 $8.04 Million - $8.28 Million	175,713 New	175,713 $8.28 Million

Others Institutions Holding DFUS

# of Institutions

780

Shares Held

195M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
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Willow Creek Wealth Management Inc. Dimensional ETF Tr U S Equity Transaction History