Two West Capital Advisors LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Two West Capital Advisors LLC holds 295,789 shares of DFAC stock, worth $10.6 Million. This represents 8.77% of its overall portfolio holdings.
Number of Shares
295,789
Previous 286,816
3.13%
Holding current value
$10.6 Million
Previous $9.83 Billion
4.03%
% of portfolio
8.77%
Previous 7.97%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
937Shares Held
746MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.03 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.8 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.35 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$638 Million0.28% of portfolio