Two West Capital Advisors’s U.S. Small Cap Portfolio ETF Class Shares 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 Q3	$365K	Hold	4,697	–	–	0.18%	72
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%	-$9.6K	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

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

Two West Capital Advisors held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q3 2026 at 4,697 shares worth $365K. The position accounts for 0.18% of the portfolio, ranked #72.

Two West Capital Advisors first reported a position in DFAS in Q2 2024 and has held it in 10 quarters since. The position peaked at $378K in Q2 2026. 699 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Two West Capital Advisors held 4,697 shares of U.S. Small Cap Portfolio ETF Class Shares worth $365K as of Q3 2026.
Two West Capital Advisors left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.18% of Two West Capital Advisors's portfolio in Q3 2026, its #72 holding.
Two West Capital Advisors first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
Two West Capital Advisors's U.S. Small Cap Portfolio ETF Class Shares position peaked at $378K in Q2 2026.
699 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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