Willow Creek Wealth Management Inc. DFAI Holdings History
Willow Creek Wealth Management Inc.'s Dimensional International Core Equity Market ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 1.21 Mil shares of Dimensional International Core Equity Market ETF(DFAI), totaling $41.70 Mil. This investment constitutes 3.75% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.4% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q2. And since then Willow Creek Wealth Management Inc. has made 13 purchases of DFAI, at an average price of $28.67, for a total of 1.25 Mil shares. In addition, there have been 1 sales at an average price of $23.89 for 43,840.00 shares. Based on historical transaction data and DFAI's current price of $35.23, Willow Creek Wealth Management Inc.'s estimated gain on his DFAI holdings is $7.70 Mil, reflecting a 21.50% gain to date.
Willow Creek Wealth Management Inc. DFAI ($35.23) Holding Chart
Willow Creek Wealth Management Inc. DFAI ($35.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
