Willow Creek Wealth Management Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,087,836 shares of DFUV stock, worth $44.8 Million. This represents 4.71% of its overall portfolio holdings.

Number of Shares
1,087,836
Previous 1,141,212 4.68%
Holding current value
$44.8 Million
Previous $42.5 Million 4.8%
% of portfolio
4.71%
Previous 5.43%

Shares

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

Feb 14, 2025
SELL
$40.38 - $44.35 $2.16 Million - $2.37 Million
-53,376 Reduced 4.68%
1,087,836 $44.5 Million
Q4 2023

Apr 01, 2024
SELL
$31.85 - $37.39 $972,380 - $1.14 Million
-30,530 Reduced 2.61%
1,141,212 $42.5 Million
Q3 2023

Nov 20, 2023
SELL
$33.83 - $36.19 $274,834 - $294,007
-8,124 Reduced 0.69%
1,171,742 $39.9 Million
Q2 2023

Aug 28, 2023
BUY
$32.32 - $34.5 $37,685 - $40,227
1,166 Added 0.1%
1,179,866 $40.7 Million
Q1 2023

Apr 24, 2023
SELL
$31.9 - $35.83 $373,931 - $419,999
-11,722 Reduced 0.98%
1,178,700 $39.5 Million
Q4 2022

Mar 01, 2023
BUY
$30.23 - $35.36 $89,118 - $104,241
2,948 Added 0.25%
1,190,422 $39.9 Million
Q3 2022

Oct 31, 2022
SELL
$29.6 - $34.78 $1.01 Million - $1.19 Million
-34,105 Reduced 2.79%
1,187,474 $35.2 Million
Q2 2022

Aug 16, 2022
BUY
$30.92 - $35.31 $37.8 Million - $43.1 Million
1,221,579 New
1,221,579 $38.6 Million

Others Institutions Holding DFUV

# of Institutions
707
Shares Held
275M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

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