Two West Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Two West Capital Advisors LLC
- $153 Billion
- Q2 2025
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 30,834 shares of DISV stock, worth $1.06 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
30,834
Previous 30,858
0.08%
Holding current value
$1.06 Million
Previous $872 Million
20.01%
% of portfolio
0.69%
Previous 0.73%
Shares
5 transactions
Others Institutions Holding DISV
# of Institutions
358Shares Held
77.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio