Two West Capital Advisors LLC Dimensional ETF Tr Short Durat Transaction History
Two West Capital Advisors LLC
- $117 Billion
- Q4 2024
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 19,313 shares of DFSD stock, worth $907,324. This represents 0.78% of its overall portfolio holdings.
Number of Shares
19,313
Previous 13,199
46.32%
Holding current value
$907,324
Previous $630 Million
43.68%
% of portfolio
0.78%
Previous 0.51%
Shares
3 transactions
Others Institutions Holding DFSD
# of Institutions
267Shares Held
50.1MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.49MShares$117 Million11.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$112 Million1.35% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$97.6 Million1.09% of portfolio
-
Planning Center, Inc.2.05MShares$96.2 Million16.79% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.1 Million2.21% of portfolio