Two West Capital Advisors LLC Dimensional ETF Tr Inflation P Transaction History
Two West Capital Advisors LLC
- $120 Billion
- Q1 2025
A detailed history of Two West Capital Advisors LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Two West Capital Advisors LLC holds 6,983 shares of DFIP stock, worth $288,956. This represents 0.24% of its overall portfolio holdings.
Number of Shares
6,983
Previous 9,905
29.5%
Holding current value
$288,956
Previous $401 Million
28.37%
% of portfolio
0.24%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
133Shares Held
14.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$145 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.5 Million13.39% of portfolio
-
Planning Center, Inc.850KShares$35.2 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.7 Million3.46% of portfolio