WCWM
Willow Creek Wealth Management’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
35,279
-677
| -2% | -$28.3K | 0.13% | 59 |
|
|
2025
Q1 | $1.51M | Buy |
35,956
+14
| +0% | +$590 | 0.15% | 57 |
|
|
2024
Q4 | $1.46M | Sell |
35,942
-982
| -3% | -$39.8K | 0.15% | 58 |
|
|
2024
Q3 | $1.56M | Buy |
36,924
+82
| +0.2% | +$3.47K | 0.16% | 55 |
|
|
2024
Q2 | $1.5M | Buy |
36,842
+272
| +0.7% | +$11.1K | 0.17% | 55 |
|
|
2024
Q1 | $1.51M | Buy |
36,570
+3,805
| +12% | +$157K | 0.18% | 54 |
|
|
2023
Q4 | $1.35M | Sell |
32,765
-31,310
| -49% | -$1.29M | 0.17% | 56 |
|
|
2023
Q3 | $2.55M | Buy |
64,075
+28,449
| +80% | +$1.13M | 0.38% | 33 |
|
|
2023
Q2 | $1.47M | Buy |
35,626
+1,714
| +5% | +$70.8K | 0.21% | 52 |
|
|
2023
Q1 | $1.45M | Buy |
33,912
+5,102
| +18% | +$219K | 0.22% | 44 |
|
|
2022
Q4 | $1.19M | Sell |
28,810
-36,669
| -56% | -$1.51M | 0.2% | 46 |
|
|
2022
Q3 | $2.66M | Buy |
65,479
+59,379
| +973% | +$2.41M | 0.52% | 28 |
|
|
2022
Q2 | $268K | Buy |
+6,100
| New | +$268K | 0.05% | 99 |
|