WCWM
Willow Creek Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.9M | Sell |
1,085,073
-10,888
| -1% | -$460K | 4.13% | 5 |
|
|
2025
Q1 | $45.2M | Buy |
1,095,961
+8,125
| +0.7% | +$335K | 4.4% | 4 |
|
|
2024
Q4 | $44.5M | Buy |
1,087,836
+6,747
| +0.6% | +$276K | 4.54% | 5 |
|
|
2024
Q3 | $45.1M | Sell |
1,081,089
-19,201
| -2% | -$800K | 4.74% | 4 |
|
|
2024
Q2 | $43.2M | Sell |
1,100,290
-23,226
| -2% | -$912K | 4.91% | 4 |
|
|
2024
Q1 | $46M | Sell |
1,123,516
-17,696
| -2% | -$724K | 5.37% | 4 |
|
|
2023
Q4 | $42.5M | Sell |
1,141,212
-30,530
| -3% | -$1.14M | 5.32% | 4 |
|
|
2023
Q3 | $39.9M | Sell |
1,171,742
-8,124
| -0.7% | -$276K | 5.94% | 5 |
|
|
2023
Q2 | $40.7M | Buy |
1,179,866
+1,166
| +0.1% | +$40.2K | 5.77% | 5 |
|
|
2023
Q1 | $39.5M | Sell |
1,178,700
-11,722
| -1% | -$392K | 6.09% | 5 |
|
|
2022
Q4 | $39.9M | Buy |
1,190,422
+2,948
| +0.2% | +$98.7K | 6.62% | 5 |
|
|
2022
Q3 | $35.2M | Sell |
1,187,474
-34,105
| -3% | -$1.01M | 6.82% | 4 |
|
|
2022
Q2 | $38.6M | Buy |
+1,221,579
| New | +$38.6M | 7.16% | 4 |
|