WCWM
Willow Creek Wealth Management’s Dimensional International Value ETF DFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.6M | Sell |
737,938
-6,477
| -0.9% | -$277K | 2.84% | 12 |
|
|
2025
Q1 | $29.3M | Sell |
744,415
-2,115
| -0.3% | -$83.2K | 2.85% | 12 |
|
|
2024
Q4 | $26.5M | Buy |
746,530
+16,464
| +2% | +$584K | 2.7% | 12 |
|
|
2024
Q3 | $27.8M | Sell |
730,066
-16,426
| -2% | -$626K | 2.92% | 10 |
|
|
2024
Q2 | $26.8M | Sell |
746,492
-7,689
| -1% | -$276K | 3.05% | 10 |
|
|
2024
Q1 | $27.7M | Buy |
754,181
+6,037
| +0.8% | +$222K | 3.24% | 10 |
|
|
2023
Q4 | $25.7M | Sell |
748,144
-1,760
| -0.2% | -$60.5K | 3.22% | 10 |
|
|
2023
Q3 | $24.5M | Buy |
749,904
+35,065
| +5% | +$1.14M | 3.64% | 7 |
|
|
2023
Q2 | $23.5M | Sell |
714,839
-6,398
| -0.9% | -$210K | 3.33% | 8 |
|
|
2023
Q1 | $23.2M | Buy |
721,237
+3,459
| +0.5% | +$111K | 3.59% | 7 |
|
|
2022
Q4 | $21.8M | Buy |
717,778
+25,330
| +4% | +$770K | 3.62% | 7 |
|
|
2022
Q3 | $17.8M | Sell |
692,448
-11,662
| -2% | -$300K | 3.46% | 8 |
|
|
2022
Q2 | $20.3M | Buy |
704,110
+22,761
| +3% | +$658K | 3.77% | 7 |
|
|
2022
Q1 | $22.8M | Buy |
681,349
+19,812
| +3% | +$663K | 4.59% | 5 |
|
|
2021
Q4 | $21.7M | Sell |
661,537
-2,215
| -0.3% | -$72.7K | 4.49% | 5 |
|
|
2021
Q3 | $21.7M | Buy |
+663,752
| New | +$21.7M | 4.82% | 5 |
|