Watershed Private Wealth LLC Dimensional ETF Tr U S Small C Transaction History
Watershed Private Wealth LLC
- $256 Billion
- Q4 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 9,275 shares of DFAS stock, worth $553,068. This represents 0.24% of its overall portfolio holdings.
Number of Shares
9,275
Previous 9,275
-0.0%
Holding current value
$553,068
Previous $602 Million
0.34%
% of portfolio
0.24%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$790 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$390 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$308 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$162 Million1.82% of portfolio