Willow Creek Wealth Management Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 126,616 shares of DISV stock, worth $3.38 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

126,616

Previous 106,422 18.98%

Holding current value

$3.38 Million

Previous $2.53 Million 29.05%

% of portfolio

0.42%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	BUY	$22.43 - $25.87 $452,951 - $522,418	20,194 Added 18.98%	126,616 $3.27 Million
Q3 2023 Nov 20, 2023	SELL	$23.27 - $25.13 $60,222 - $65,036	-2,588 Reduced 2.37%	106,422 $2.53 Million
Q2 2023 Aug 28, 2023	SELL	$23.01 - $24.6 $36,792 - $39,335	-1,599 Reduced 1.45%	109,010 $2.58 Million
Q1 2023 Apr 24, 2023	BUY	$22.4 - $24.75 $169,075 - $186,813	7,548 Added 7.32%	110,609 $2.63 Million
Q4 2022 Mar 01, 2023	SELL	$18.45 - $22.54 $628,240 - $767,509	-34,051 Reduced 24.83%	103,061 $2.29 Million
Q3 2022 Oct 31, 2022	BUY	$18.36 - $22.57 $2.52 Million - $3.09 Million	137,112 New	137,112 $2.55 Million

Others Institutions Holding DISV

# of Institutions

274

Shares Held

60.7M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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