Willow Creek Wealth Management Inc. DIMENSIONAL ETF TRUST Transaction History

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025
Number of Shares
32,954
Previous 12,804 157.37%
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
20,150 Added 157.37%
32,954 $0
Q1 2025

Jul 16, 2025
BUY
N/A
184 Added 1.46%
12,804 $0
Q4 2024

Feb 14, 2025
BUY
N/A
28 Added 0.22%
12,620 $0
Q3 2024

Jul 25, 2025
SELL
N/A
-854 Reduced 6.24%
12,839 $0
Q2 2024

Jul 25, 2025
SELL
N/A
-19,261 Reduced 58.45%
13,693 $0
Q1 2024

Jul 25, 2025
SELL
N/A
-19,261 Reduced 58.45%
13,693 $0
Q4 2023

Apr 01, 2024
BUY
N/A
3,302 Added 35.54%
12,592 $0
Q3 2023

Nov 20, 2023
SELL
N/A
-311 Reduced 3.24%
9,290 $0
Q2 2023

Aug 28, 2023
BUY
N/A
90 Added 0.95%
9,601 $0
Q1 2023

Apr 24, 2023
BUY
N/A
9,511 New
9,511 $0
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