Two West Capital Advisors LLC Dimensional ETF Tr Dimensional Transaction History
Two West Capital Advisors LLC
- $120 Billion
- Q1 2025
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 84,941 shares of DUHP stock, worth $2.69 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
84,941
Previous 80,837
5.08%
Holding current value
$2.69 Million
Previous $2.73 Billion
2.67%
% of portfolio
2.22%
Previous 2.34%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
393Shares Held
223MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.21 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.13 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$258 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$223 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$217 Million4.6% of portfolio