Two West Capital Advisors LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Two West Capital Advisors LLC holds 85,293 shares of DFIC stock, worth $2.29 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
85,293
Previous 77,908
9.48%
Holding current value
$2.29 Million
Previous $2.19 Billion
0.55%
% of portfolio
1.89%
Previous 1.78%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$724 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$690 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$423 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio