Two West Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Two West Capital Advisors LLC
- $123 Billion
- Q3 2024
A detailed history of Two West Capital Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Two West Capital Advisors LLC holds 75,988 shares of DUHP stock, worth $2.68 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
75,988
Previous 72,312
5.08%
Holding current value
$2.68 Million
Previous $2.31 Billion
11.92%
% of portfolio
2.1%
Previous 2.21%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
311Shares Held
196MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc36.9MShares$1.3 Billion0.42% of portfolio
-
Mercer Global Advisors Inc Denver, CO30.6MShares$1.08 Billion2.48% of portfolio
-
Merriman Wealth Management, LLC8.21MShares$290 Million11.93% of portfolio
-
Forum Financial Management, LP Lombard, IL6.84MShares$241 Million4.45% of portfolio
-
Vista Wealth Management Group, LLC6.74MShares$238 Million15.86% of portfolio