Watershed Private Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Watershed Private Wealth LLC holds 9,277 shares of DFAS stock, worth $589,831. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,277
Previous 9,279
0.02%
Holding current value
$589,831
Previous $578 Million
3.65%
% of portfolio
0.24%
Previous 0.26%
Shares
6 transactions
Others Institutions Holding DFAS
# of Institutions
663Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$721 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$443 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$427 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$283 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$173 Million1.82% of portfolio