Two West Capital Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$15.4M Buy
345,100
+6,133
+2% +$276K 7.65% 3
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
$10M 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
$9.8M 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

Two West Capital Advisors's DFAC Position: Q3 2026 in Review

Two West Capital Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 1.8% in Q3 2026, buying an estimated $276K and bringing the position to 345,100 shares worth $15.4M. The position accounts for 7.65% of the portfolio, ranked #3.

Two West Capital Advisors first reported a position in DFAC in Q2 2024 and has held it in 10 quarters since. 474 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

  • Two West Capital Advisors held 345,100 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $15.4M as of Q3 2026.
  • Two West Capital Advisors bought 6,133 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $276K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 7.65% of Two West Capital Advisors's portfolio in Q3 2026, its #3 holding.
  • Two West Capital Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
  • 474 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Two West Capital Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.