Watershed Private Wealth LLC Dimensional ETF Tr U S Target Transaction History
Watershed Private Wealth LLC
- $235 Billion
- Q2 2024
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 102,132 shares of DFAT stock, worth $5.48 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
102,132
Previous 99,084
3.08%
Holding current value
$5.48 Million
Previous $5.39 Billion
1.77%
% of portfolio
2.25%
Previous 2.39%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
648Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$765 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$668 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$463 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$403 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$260 Million2.47% of portfolio