Willow Creek Wealth Management Inc. DFUV Holdings History
Willow Creek Wealth Management Inc.'s Dimensional US Marketwide Value ETF Holding Summary
As of 2025-06-30, Willow Creek Wealth Management Inc. held 1.09 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $45.88 Mil. This investment constitutes 4.13% of their stock portfolio, and Willow Creek Wealth Management Inc. now holds 0.4% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.
The initial trade took place in 2022Q2. And since then Willow Creek Wealth Management Inc. has made 4 purchases of DFUV, at an average price of $33.33, for a total of 1.23 Mil shares. In addition, there have been 6 sales at an average price of $37.31 for 148,745.00 shares. Based on historical transaction data and DFUV's current price of $43.33, Willow Creek Wealth Management Inc.'s estimated gain on his DFUV holdings is $11.45 Mil, reflecting a 27.84% gain to date.
Willow Creek Wealth Management Inc. DFUV ($43.33) Holding Chart
Willow Creek Wealth Management Inc. DFUV ($43.33) 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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