WCWM
Willow Creek Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
189,931
+9,240
| +5% | +$267K | 0.49% | 36 |
|
|
2025
Q1 | $4.68M | Buy |
180,691
+12,176
| +7% | +$315K | 0.46% | 35 |
|
|
2024
Q4 | $4.28M | Buy |
168,515
+3,246
| +2% | +$82.4K | 0.44% | 35 |
|
|
2024
Q3 | $4.53M | Sell |
165,269
-5,646
| -3% | -$155K | 0.48% | 37 |
|
|
2024
Q2 | $4.42M | Buy |
170,915
+5,516
| +3% | +$143K | 0.5% | 36 |
|
|
2024
Q1 | $4.09M | Sell |
165,399
-15,538
| -9% | -$384K | 0.48% | 35 |
|
|
2023
Q4 | $4.36M | Sell |
180,937
-4,973
| -3% | -$120K | 0.55% | 33 |
|
|
2023
Q3 | $4.2M | Buy |
185,910
+24,660
| +15% | +$557K | 0.62% | 29 |
|
|
2023
Q2 | $3.78M | Sell |
161,250
-3,017
| -2% | -$70.8K | 0.54% | 32 |
|
|
2023
Q1 | $3.78M | Buy |
164,267
+11,896
| +8% | +$274K | 0.58% | 30 |
|
|
2022
Q4 | $3.35M | Sell |
152,371
-9,641
| -6% | -$212K | 0.56% | 30 |
|
|
2022
Q3 | $3.26M | Buy |
162,012
+33,805
| +26% | +$679K | 0.63% | 23 |
|
|
2022
Q2 | $2.97M | Buy |
128,207
+38,412
| +43% | +$890K | 0.55% | 23 |
|
|
2022
Q1 | $2.36M | Buy |
89,795
+51,110
| +132% | +$1.34M | 0.47% | 28 |
|
|
2021
Q4 | $1.06M | Buy |
38,685
+23,275
| +151% | +$637K | 0.22% | 42 |
|
|
2021
Q3 | $420K | Buy |
15,410
+4,651
| +43% | +$127K | 0.09% | 61 |
|
|
2021
Q2 | $319K | Buy |
+10,759
| New | +$319K | 0.08% | 82 |
|