Watershed Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
A detailed history of Watershed Private Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Watershed Private Wealth LLC holds 8,470 shares of DFIS stock, worth $220,135. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,470
Previous 8,470
-0.0%
Holding current value
$220,135
Previous $212 Million
1.72%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
184Shares Held
61.4MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp21.4MShares$556 Million0.61% of portfolio
-
Mather Group, Llc. Chicago, IL6.52MShares$169 Million1.96% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$108 Million0.18% of portfolio
-
Savant Capital, LLC2.61MShares$67.8 Million0.63% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.7 Million3.04% of portfolio