TWCA
DFAS icon

Two West Capital Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Two West Capital Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$378K Buy
4,697
+995
+27% +$77.1K 0.19% 72
2026
Q1 		$281K Sell
3,702
-865
-19% -$63.5K 0.15% 86
2025
Q4 		$318K Sell
4,567
-139
-3% -$9.58K 0.18% 76
2025
Q3 		$327K Buy
4,706
+279
+6% +$18.6K 0.2% 71
2025
Q2 		$292K Buy
4,427
+4
+0.1% +$240 0.19% 70
2025
Q1 		$244K Buy
4,423
+541
+14% +$34.8K 0.2% 63
2024
Q4 		$253K Buy
3,882
+1
+0% +$67 0.22% 62
2024
Q3 		$252K Sell
3,881
-288
-7% -$18K 0.2% 58
2024
Q2 		$250K Buy
+4,169
New +$251K 0.24% 56

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

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

Two West Capital Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 27% in Q2 2026, buying an estimated $77.1K and bringing the position to 4,697 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #72.

Two West Capital Advisors first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 324 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Two West Capital Advisors held 4,697 shares of Dimensional US Small Cap ETF worth $378K as of Q2 2026.
  • Two West Capital Advisors bought 995 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $77.1K.
  • Dimensional US Small Cap ETF made up 0.19% of Two West Capital Advisors's portfolio in Q2 2026, its #72 holding.
  • Two West Capital Advisors first reported a position in Dimensional US Small Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 324 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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