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

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

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 1,141,212 shares of DFUV stock, worth $49.1 Million. This represents 5.43% of its overall portfolio holdings.

Number of Shares

1,141,212

Previous 1,171,742 2.61%

Holding current value

$49.1 Million

Previous $39.9 Million 6.56%

% of portfolio

5.43%

Previous 6.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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