WCWM
Willow Creek Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.22M | Sell |
163,365
-18,995
| -10% | -$723K | 0.56% | 35 |
|
|
2025
Q1 | $6.14M | Buy |
182,360
+57,510
| +46% | +$1.94M | 0.6% | 32 |
|
|
2024
Q4 | $4.14M | Buy |
124,850
+27,851
| +29% | +$923K | 0.42% | 37 |
|
|
2024
Q3 | $3.44M | Buy |
96,999
+5,385
| +6% | +$191K | 0.36% | 41 |
|
|
2024
Q2 | $3.07M | Buy |
91,614
+16,096
| +21% | +$539K | 0.35% | 41 |
|
|
2024
Q1 | $2.43M | Buy |
75,518
+19,094
| +34% | +$615K | 0.28% | 43 |
|
|
2023
Q4 | $1.78M | Buy |
56,424
+13,596
| +32% | +$430K | 0.22% | 48 |
|
|
2023
Q3 | $1.26M | Buy |
42,828
+1,713
| +4% | +$50.3K | 0.19% | 54 |
|
|
2023
Q2 | $1.25M | Buy |
41,115
+10,447
| +34% | +$318K | 0.18% | 58 |
|
|
2023
Q1 | $917K | Buy |
30,668
+12,084
| +65% | +$361K | 0.14% | 56 |
|
|
2022
Q4 | $524K | Buy |
+18,584
| New | +$524K | 0.09% | 71 |
|