WILLOW CREEK WEALTH MANAGEMENT INC. – Dimensional U.S. Small Cap ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$1.74M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-3.08%
quarter
Dimensional U.S. Small Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.13% | -48 shares | -58K | $46.52 | 37.40K |
| Q2 2022 | share | Decrease | -0.58% | -219 shares | -314K | $48 | 37.45K |
| Q1 2022 | share | Decrease | -0.36% | -135 shares | -156K | $56.06 | 37.66K |
| Q4 2021 | share | Increase | +0.08% | 31 shares | 96K | $60.02 | 37.80K |
| Q3 2021 | share | Decrease | -0.11% | -42 shares | -36K | $57.5 | 37.77K |
| Q2 2021 | share | Increase | 0.00% | 37.81K shares | 2.20M | $58.26 | 37.81K |