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

Willow Creek Wealth Management Inc.

  • $1.15 Billion
  • Q3 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 819,697 shares of DFUS stock, worth $59.8 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares
819,697
Previous 796,649 2.89%
Holding current value
$59.8 Million
Previous $53.4 Million 11.21%
% of portfolio
5.16%
Previous 5.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$67.01 - $72.84 $1.54 Million - $1.68 Million
23,048 Added 2.89%
819,697 $59.4 Million
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
834
Shares Held
203M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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