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 $219,288. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,470
Previous 8,470 -0.0%
Holding current value
$219,288
Previous $212 Million 1.72%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$23.13 - $25.1 $56,367 - $61,168
-2,437 Reduced 22.34%
8,470 $212 Million
Q4 2023

Feb 07, 2024
BUY
$20.55 - $24.23 $224,138 - $264,276
10,907 New
10,907 $264 Million

Others Institutions Holding DFIS

# of Institutions
184
Shares Held
61.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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