WCWM
Willow Creek Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7M | Buy |
1,206,131
+88,630
| +8% | +$3.06M | 3.75% | 6 |
|
|
2025
Q1 | $34.9M | Buy |
1,117,501
+119,599
| +12% | +$3.74M | 3.4% | 10 |
|
|
2024
Q4 | $29.1M | Buy |
997,902
+237,098
| +31% | +$6.92M | 2.97% | 11 |
|
|
2024
Q3 | $24.2M | Buy |
760,804
+79,190
| +12% | +$2.52M | 2.54% | 12 |
|
|
2024
Q2 | $20.2M | Buy |
681,614
+79,564
| +13% | +$2.36M | 2.3% | 12 |
|
|
2024
Q1 | $18.2M | Buy |
602,050
+68,687
| +13% | +$2.08M | 2.13% | 13 |
|
|
2023
Q4 | $15.3M | Buy |
533,363
+176,526
| +49% | +$5.06M | 1.91% | 14 |
|
|
2023
Q3 | $9.32M | Buy |
356,837
+28,994
| +9% | +$757K | 1.39% | 17 |
|
|
2023
Q2 | $8.96M | Buy |
327,843
+30,074
| +10% | +$822K | 1.27% | 17 |
|
|
2023
Q1 | $8.02M | Buy |
297,769
+59,362
| +25% | +$1.6M | 1.24% | 17 |
|
|
2022
Q4 | $5.97M | Sell |
238,407
-43,840
| -16% | -$1.1M | 0.99% | 18 |
|
|
2022
Q3 | $6.09M | Buy |
282,247
+161,765
| +134% | +$3.49M | 1.18% | 14 |
|
|
2022
Q2 | $2.91M | Buy |
120,482
+25,761
| +27% | +$622K | 0.54% | 24 |
|
|
2022
Q1 | $2.67M | Buy |
94,721
+60,755
| +179% | +$1.71M | 0.54% | 25 |
|
|
2021
Q4 | $1M | Buy |
33,966
+3,276
| +11% | +$96.8K | 0.21% | 43 |
|
|
2021
Q3 | $887K | Buy |
30,690
+6,363
| +26% | +$184K | 0.2% | 40 |
|
|
2021
Q2 | $711K | Buy |
24,327
+8,212
| +51% | +$240K | 0.17% | 44 |
|
|
2021
Q1 | $449K | Buy |
+16,115
| New | +$449K | 0.17% | 43 |
|