Two West Capital Advisors LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Two West Capital Advisors LLC holds 8,991 shares of DFIP stock, worth $367,821. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,991
Previous 10,589
15.09%
Holding current value
$367,821
Previous $432 Million
12.09%
% of portfolio
0.31%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$143 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.6 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.8 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.5 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.6 Million3.51% of portfolio