Two West Capital Advisors LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Two West Capital Advisors LLC holds 792,275 shares of DFAU stock, worth $32.8 Million. This represents 25.48% of its overall portfolio holdings.
Number of Shares
792,275
Previous 705,277
12.34%
Holding current value
$32.8 Million
Previous $26.4 Billion
18.93%
% of portfolio
25.48%
Previous 25.24%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
407Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio