Two West Capital Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Two West Capital Advisors LLC holds 26,110 shares of DISV stock, worth $715,675. This represents 0.61% of its overall portfolio holdings.
Number of Shares
26,110
Previous 25,496
2.41%
Holding current value
$715,675
Previous $686 Million
10.61%
% of portfolio
0.61%
Previous 0.65%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
269Shares Held
58.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$230 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$170 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$86.3 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$42.7 Million1.19% of portfolio
-
Ritholtz Wealth Management1.35MShares$37.1 Million1.2% of portfolio