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 $57.7 Million. This represents 5.05% of its overall portfolio holdings.

Number of Shares

796,649

Previous 743,860 7.1%

Holding current value

$57.7 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

806

Shares Held

198M

Call Options Held

3.8K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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 U S Equity Transaction History