Two West Capital Advisors LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Two West Capital Advisors LLC holds 750,905 shares of DFAU stock, worth $28.5 Million. This represents 22.91% of its overall portfolio holdings.
Number of Shares
750,905
Previous 709,516
5.83%
Holding current value
$28.5 Million
Previous $28.7 Billion
4.52%
% of portfolio
22.91%
Previous 24.62%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
495Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio