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Two West Capital Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Two West Capital Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Sell
338,967
-3,266
-1% -$140K 7.42% 3
2026
Q1 		$14.4M Buy
342,233
+10,105
+3% +$407K 7.61% 3
2025
Q4 		$13.1M Buy
332,128
+5,828
+2% +$227K 7.64% 3
2025
Q3 		$12.7M Buy
326,300
+6,720
+2% +$251K 7.7% 3
2025
Q2 		$11.8M Sell
319,580
-511
-0.2% -$17K 7.76% 3
2025
Q1 		$9.96M Buy
320,091
+24,302
+8% +$844K 8.32% 3
2024
Q4 		$10.2M Buy
295,789
+8,973
+3% +$316K 8.77% 3
2024
Q3 		$9.83M Buy
286,816
+17,978
+7% +$594K 7.97% 4
2024
Q2 		$8.67M Buy
+268,838
New +$8.48M 8.27% 3

Other funds holding DFAC

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Two West Capital Advisors's DFAC Position: Q2 2026 in Review

Two West Capital Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.95% in Q2 2026, selling an estimated $140K and leaving 338,967 shares worth $14.9M. The position accounts for 7.42% of the portfolio, ranked #3.

Two West Capital Advisors first reported a position in DFAC in Q2 2024 and has held it in 9 quarters since. 444 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Two West Capital Advisors held 338,967 shares of Dimensional US Core Equity 2 ETF worth $14.9M as of Q2 2026.
  • Two West Capital Advisors sold 3,266 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $140K.
  • Dimensional US Core Equity 2 ETF made up 7.42% of Two West Capital Advisors's portfolio in Q2 2026, its #3 holding.
  • Two West Capital Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q2 2024 and has held it in 9 quarters since.
  • 444 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.