WCWM
Willow Creek Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5M | Sell |
318,781
-24,406
| -7% | -$958K | 1.13% | 25 |
|
|
2025
Q1 | $12.3M | Buy |
343,187
+88,019
| +34% | +$3.15M | 1.2% | 24 |
|
|
2024
Q4 | $9.67M | Buy |
255,168
+61,657
| +32% | +$2.34M | 0.99% | 26 |
|
|
2024
Q3 | $7.19M | Buy |
193,511
+8,705
| +5% | +$324K | 0.76% | 28 |
|
|
2024
Q2 | $6.44M | Buy |
184,806
+55,121
| +43% | +$1.92M | 0.73% | 28 |
|
|
2024
Q1 | $4.46M | Buy |
129,685
+49,791
| +62% | +$1.71M | 0.52% | 34 |
|
|
2023
Q4 | $2.49M | Buy |
79,894
+18,816
| +31% | +$586K | 0.31% | 40 |
|
|
2023
Q3 | $1.69M | Buy |
61,078
+4,675
| +8% | +$130K | 0.25% | 44 |
|
|
2023
Q2 | $1.62M | Buy |
56,403
+24,095
| +75% | +$692K | 0.23% | 49 |
|
|
2023
Q1 | $860K | Buy |
32,308
+18,851
| +140% | +$502K | 0.13% | 58 |
|
|
2022
Q4 | $335K | Buy |
+13,457
| New | +$335K | 0.06% | 92 |
|