Willow Creek Wealth Management Inc. DFUS Holdings History
Willow Creek Wealth Management Inc.'s Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 796,649.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $53.39 Mil. This investment constitutes 4.8% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.34% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2021Q2. And since then Willow Creek Wealth Management Inc. has made 13 purchases of DFUS, at an average price of $50.45, for a total of 828,133.00 shares. In addition, there have been 1 sales at an average price of $41.64 for 31,484.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Willow Creek Wealth Management Inc.'s estimated gain on his DFUS holdings is $14.35 Mil, reflecting a 34.35% gain to date.
Willow Creek Wealth Management Inc. DFUS ($68.81) Holding Chart
Willow Creek Wealth Management Inc. DFUS ($68.81) 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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