Two West Capital Advisors LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Two West Capital Advisors LLC holds 18,411 shares of DFAX stock, worth $474,451. This represents 0.4% of its overall portfolio holdings.
Number of Shares
18,411
Previous 19,044
3.32%
Holding current value
$474,451
Previous $484 Million
2.73%
% of portfolio
0.4%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
504Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$290 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.73MShares$251 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.38MShares$190 Million0.1% of portfolio
-
Geometric Wealth Advisors7.2MShares$185 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$147 Million0.23% of portfolio