Two West Capital Advisors LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Two West Capital Advisors LLC holds 9,905 shares of DFIP stock, worth $403,925. This represents 0.34% of its overall portfolio holdings.
Number of Shares
9,905
Previous 8,991
10.17%
Holding current value
$403,925
Previous $380 Million
5.5%
% of portfolio
0.34%
Previous 0.31%
Shares
3 transactions
Others Institutions Holding DFIP
# of Institutions
116Shares Held
12.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$42.9 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
-
Planning Center, Inc.754KShares$30.8 Million5.34% of portfolio
-
Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio