Two West Capital Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Two West Capital Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.23M	Sell	139,990 -12,652	-8%	-$489K	2.6%	8
2026 Q1	$5.7M	Sell	152,642 -3,325	-2%	-$116K	3.02%	6
2025 Q4	$5.08M	Sell	155,967 -1,069	-0.7%	-$34.4K	2.95%	6
2025 Q3	$5.11M	Sell	157,036 -5,569	-3%	-$168K	3.09%	6
2025 Q2	$4.84M	Sell	162,605 -51	-0%	-$1.37K	3.17%	6
2025 Q1	$4.03M	Buy	162,656 +9,879	+6%	+$256K	3.37%	6
2024 Q4	$3.88M	Sell	152,777 -8,485	-5%	-$225K	3.32%	6
2024 Q3	$4.42M	Buy	161,262 +20,056	+14%	+$523K	3.58%	6
2024 Q2	$3.65M	Buy	+141,206	New	+$3.58M	3.49%	6

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Two West Capital Advisors reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 8.3% in Q2 2026, selling an estimated $489K and leaving 139,990 shares worth $5.23M. The position accounts for 2.6% of the portfolio, ranked #8.

Two West Capital Advisors first reported a position in DFAE in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.7M in Q1 2026. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Two West Capital Advisors held 139,990 shares of Dimensional Emerging Core Equity Market ETF worth $5.23M as of Q2 2026.
Two West Capital Advisors sold 12,652 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $489K.
Dimensional Emerging Core Equity Market ETF made up 2.6% of Two West Capital Advisors's portfolio in Q2 2026, its #8 holding.
Two West Capital Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $5.7M in Q1 2026.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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