Watershed Private Wealth LLC Dimensional ETF Tr U S Target Transaction History
Watershed Private Wealth LLC
- $275 Billion
- Q2 2025
A detailed history of Watershed Private Wealth LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Watershed Private Wealth LLC holds 120,792 shares of DFAT stock, worth $6.77 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
120,792
Previous 111,995
7.85%
Holding current value
$6.77 Million
Previous $5.77 Billion
13.03%
% of portfolio
2.37%
Previous 2.31%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
778Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$782 Million0.68% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$697 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$498 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$346 Million19.45% of portfolio
-
Savant Capital, LLC5.05MShares$283 Million1.97% of portfolio