Two West Capital Advisors LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Two West Capital Advisors LLC holds 13,199 shares of DFSD stock, worth $617,845. This represents 0.51% of its overall portfolio holdings.
Number of Shares
13,199
Previous 10,479
25.96%
Holding current value
$617,845
Previous $493 Million
27.94%
% of portfolio
0.51%
Previous 0.47%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49.1MCall 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$97.3 Million1.09% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.02MShares$94.7 Million2.21% of portfolio
-
Planning Center, Inc.2.01MShares$94.2 Million16.23% of portfolio