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Two West Capital Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Two West Capital Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.6M Sell
790,439
-1,467
-0.2% -$73.4K 20.18% 1
2026
Q1 		$38.9M Buy
791,906
+4,440
+0.6% +$209K 20.6% 1
2025
Q4 		$36.9M Sell
787,466
-5,648
-0.7% -$262K 21.42% 1
2025
Q3 		$36.8M Buy
793,114
+1,171
+0.1% +$51.6K 22.24% 1
2025
Q2 		$34.6M Buy
791,943
+41,038
+5% +$1.61M 22.69% 1
2025
Q1 		$27.4M Buy
750,905
+41,389
+6% +$1.68M 22.91% 1
2024
Q4 		$28.7M Sell
709,516
-82,759
-10% -$3.38M 24.62% 1
2024
Q3 		$31.4M Buy
792,275
+86,998
+12% +$3.32M 25.48% 1
2024
Q2 		$26.4M Buy
+705,277
New +$25.6M 25.24% 1

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Two West Capital Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 0.19% in Q2 2026, selling an estimated $73.4K and leaving 790,439 shares worth $40.6M. The position accounts for 20.18% of the portfolio, ranked #1.

Two West Capital Advisors first reported a position in DFAU in Q2 2024 and has held it in 9 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Two West Capital Advisors held 790,439 shares of Dimensional US Core Equity Market ETF worth $40.6M as of Q2 2026.
  • Two West Capital Advisors sold 1,467 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $73.4K.
  • Dimensional US Core Equity Market ETF made up 20.18% of Two West Capital Advisors's portfolio in Q2 2026, its #1 holding.
  • Two West Capital Advisors first reported a position in Dimensional US Core Equity Market ETF in Q2 2024 and has held it in 9 quarters since.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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