Watershed Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Watershed Private Wealth LLC
- $251 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
187Shares Held
78.1MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$552 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$318 Million11.41% of portfolio
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Mather Group, Llc. Chicago, IL10.2MShares$262 Million3.52% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$107 Million0.18% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.1 Million3.04% of portfolio