Willow Creek Wealth Management Inc. DIMENSIONAL ETF TRUST Transaction History

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025
Number of Shares
560,736
Previous 500,801 11.97%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
N/A
59,935 Added 11.97%
560,736 $0
Q1 2025

Jul 16, 2025
BUY
N/A
123,027 Added 32.57%
500,801 $0
Q4 2024

Feb 14, 2025
BUY
N/A
216,353 Added 134.03%
377,774 $0
Q3 2024

Jul 25, 2025
BUY
N/A
32,001 Added 11.38%
313,302 $0
Q2 2024

Jul 25, 2025
SELL
N/A
-279,435 Reduced 49.83%
281,301 $0
Q1 2024

Jul 25, 2025
SELL
N/A
-355,568 Reduced 63.41%
205,168 $0
Q4 2023

Apr 01, 2024
BUY
N/A
75,163 Added 87.14%
161,421 $0
Q3 2023

Nov 20, 2023
BUY
N/A
24,587 Added 39.87%
86,258 $0
Q2 2023

Aug 28, 2023
BUY
N/A
13,638 Added 28.39%
61,671 $0
Q1 2023

Apr 24, 2023
BUY
N/A
48,033 New
48,033 $0
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