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
198Shares Held
79.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$558 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$310 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$256 Million3.52% of portfolio
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Ci Private Wealth, LLC Miami, FL4.02MShares$101 Million0.16% of portfolio
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Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$65.5 Million3.04% of portfolio