Two West Capital Advisors LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Two West Capital Advisors LLC holds 286,816 shares of DFAC stock, worth $9.79 Million. This represents 7.97% of its overall portfolio holdings.
Number of Shares
286,816
Previous 268,838
6.69%
Holding current value
$9.79 Million
Previous $8.67 Billion
13.47%
% of portfolio
7.97%
Previous 8.27%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio