Two West Capital Advisors LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Two West Capital Advisors LLC holds 13,199 shares of DFSD stock, worth $624,972. This represents 0.51% of its overall portfolio holdings.
Number of Shares
13,199
Previous 10,479
25.96%
Holding current value
$624,972
Previous $493 Million
27.94%
% of portfolio
0.51%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
258Shares Held
46.3MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.4 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$94.6 Million15.04% of portfolio
-
Planning Center, Inc.1.97MShares$93.4 Million16.69% of portfolio