WCWM
Willow Creek Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4M | Buy |
796,649
+52,789
| +7% | +$3.54M | 4.8% | 4 |
|
|
2025
Q1 | $45M | Buy |
743,860
+30,362
| +4% | +$1.84M | 4.38% | 5 |
|
|
2024
Q4 | $45.5M | Buy |
713,498
+20,055
| +3% | +$1.28M | 4.64% | 4 |
|
|
2024
Q3 | $43.1M | Buy |
693,443
+27,147
| +4% | +$1.69M | 4.53% | 5 |
|
|
2024
Q2 | $39.2M | Buy |
666,296
+42,431
| +7% | +$2.5M | 4.46% | 5 |
|
|
2024
Q1 | $35.5M | Buy |
623,865
+33,877
| +6% | +$1.93M | 4.16% | 5 |
|
|
2023
Q4 | $30.6M | Buy |
589,988
+153,993
| +35% | +$7.98M | 3.83% | 7 |
|
|
2023
Q3 | $20.3M | Buy |
435,995
+13,114
| +3% | +$610K | 3.02% | 10 |
|
|
2023
Q2 | $20.4M | Buy |
422,881
+21,943
| +5% | +$1.06M | 2.88% | 10 |
|
|
2023
Q1 | $17.8M | Buy |
400,938
+55,450
| +16% | +$2.46M | 2.75% | 9 |
|
|
2022
Q4 | $14.4M | Sell |
345,488
-31,484
| -8% | -$1.31M | 2.39% | 10 |
|
|
2022
Q3 | $14.6M | Buy |
376,972
+134,648
| +56% | +$5.23M | 2.84% | 10 |
|
|
2022
Q2 | $9.88M | Buy |
242,324
+1,255
| +0.5% | +$51.1K | 1.83% | 13 |
|
|
2022
Q1 | $11.8M | Buy |
241,069
+61,959
| +35% | +$3.04M | 2.38% | 10 |
|
|
2021
Q4 | $9.26M | Buy |
179,110
+1,732
| +1% | +$89.5K | 1.91% | 12 |
|
|
2021
Q3 | $8.37M | Buy |
177,378
+1,665
| +0.9% | +$78.5K | 1.85% | 10 |
|
|
2021
Q2 | $8.28M | Buy |
+175,713
| New | +$8.28M | 1.98% | 10 |
|