Two West Capital Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Two West Capital Advisors LLC holds 85,293 shares of DFIC stock, worth $2.42 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
85,293
Previous 77,908
9.48%
Holding current value
$2.42 Million
Previous $2.19 Billion
0.55%
% of portfolio
1.89%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
439Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$57.4 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$836 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$778 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$464 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$174 Million10.37% of portfolio