Watershed Private Wealth LLC Dimensional ETF Tr U S Target Transaction History
Watershed Private Wealth LLC
- $316 Billion
- Q3 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 122,806 shares of DFAT stock, worth $6.99 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
122,806
Previous 120,792
1.67%
Holding current value
$6.99 Million
Previous $6.52 Billion
9.68%
% of portfolio
2.26%
Previous 2.37%
Shares
12 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio