Two West Capital Advisors LLC Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Two West Capital Advisors LLC holds 8,991 shares of DFIP stock, worth $373,396. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,991
Previous 10,589
15.09%
Holding current value
$373,396
Previous $432 Million
12.09%
% of portfolio
0.31%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.2MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$85.2 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$41.2 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.7 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.7 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL406KShares$16.9 Million8.29% of portfolio