Two West Capital Advisors LLC DIMENSIONAL ETF TRUST Transaction History

Two West Capital Advisors LLC

  • $153 Billion
  • Q2 2025
Number of Shares
12,149
Previous 12,380 1.87%
Holding current value
$331 Million
Previous $306 Million 8.43%
% of portfolio
0.22%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-231 Reduced 1.87%
12,149 $331 Million
Q1 2025

Apr 15, 2025
BUY
N/A
2,187 Added 21.46%
12,380 $306 Million
Q4 2024

Jan 22, 2025
BUY
N/A
1,717 Added 20.26%
10,193 $260 Million
Q3 2024

Oct 15, 2024
BUY
N/A
8,476 New
8,476 $245 Million
Track This Portfolio

Track Two West Capital Advisors LLC Portfolio

Follow Two West Capital Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Two West Capital Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Two West Capital Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email