Two West Capital Advisors LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Two West Capital Advisors LLC holds 17,819 shares of DFSD stock, worth $850,322. This represents 0.7% of its overall portfolio holdings.
Number of Shares
17,819
Previous 19,313
7.74%
Holding current value
$850,322
Previous $905 Million
7.32%
% of portfolio
0.7%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding DFSD
# of Institutions
339Shares Held
68.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$199 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$142 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$129 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$124 Million11.2% of portfolio