Watershed Private Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Watershed Private Wealth LLC
- $256 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
233Shares Held
81.3MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$458 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$321 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL10.7MShares$276 Million3.42% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$98.7 Million0.14% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$67.3 Million3.04% of portfolio