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 295,924 shares of DFAI stock, worth $9.27 Million. This represents 7.41% of its overall portfolio holdings.
Number of Shares
295,924
Previous 320,584
7.69%
Holding current value
$9.27 Million
Previous $10.2 Billion
15.19%
% of portfolio
7.41%
Previous 8.26%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio