Willow Creek Wealth Management Inc. DFAT Holdings History
Willow Creek Wealth Management Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 2.10 Mil shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $113.27 Mil. This investment constitutes 10.19% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 1.06% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q2. And since then Willow Creek Wealth Management Inc. has made 13 purchases of DFAT, at an average price of $46.66, for a total of 2.12 Mil shares. In addition, there have been 1 sales at an average price of $42.66 for 18,555.00 shares. Based on historical transaction data and DFAT's current price of $55.90, Willow Creek Wealth Management Inc.'s estimated gain on his DFAT holdings is $19.32 Mil, reflecting a 19.55% gain to date.
Willow Creek Wealth Management Inc. DFAT ($55.90) Holding Chart
Willow Creek Wealth Management Inc. DFAT ($55.90) 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 % | |||
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