WILLOW CREEK WEALTH MANAGEMENT INC. – Dimensional U.S. Targeted Value ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$62.45M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-3.11%
quarter
Dimensional U.S. Targeted Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.14% | -18.55K shares | -2.75M | $38.97 | 1.60M |
| Q2 2022 | share | Increase | +2.33% | 36.94K shares | -8.58M | $40.22 | 1.62M |
| Q1 2022 | share | Increase | +1.97% | 30.62K shares | -34K | $46.58 | 1.58M |
| Q4 2021 | share | Increase | +1.86% | 28.37K shares | 6.10M | $47.4 | 1.55M |
| Q3 2021 | share | Increase | +1.68% | 25.23K shares | 515K | $44.4 | 1.52M |
| Q2 2021 | share | Increase | 0.00% | 1.49M shares | 67.20M | $44.69 | 1.49M |