Two West Capital Advisors LLC Dimensional ETF Tr Transaction History
Two West Capital Advisors LLC
- $117 Billion
- Q4 2024
A detailed history of Two West Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Two West Capital Advisors LLC holds 709,516 shares of DFAU stock, worth $29.9 Million. This represents 24.62% of its overall portfolio holdings.
Number of Shares
709,516
Previous 792,275
10.45%
Holding current value
$29.9 Million
Previous $31.4 Billion
8.64%
% of portfolio
24.62%
Previous 25.48%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
471Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$83.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.28 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$208 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$153 Million1.81% of portfolio