Two West Capital Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$784K	Sell	18,706 -1,861	-9%	-$78.7K	0.39%	48
2026 Q1	$868K	Buy	20,567 +3,420	+20%	+$146K	0.46%	42
2025 Q4	$730K	Buy	17,147 +40	+0.2%	+$1.71K	0.42%	43
2025 Q3	$738K	Buy	17,107 +2,595	+18%	+$110K	0.45%	39
2025 Q2	$609K	Sell	14,512 -1,768	-11%	-$73.7K	0.4%	42
2025 Q1	$670K	Sell	16,280 -3,597	-18%	-$150K	0.56%	30
2024 Q4	$820K	Sell	19,877 -6,636	-25%	-$279K	0.7%	23
2024 Q3	$1.15M	Sell	26,513 -2,058	-7%	-$87.7K	0.93%	14
2024 Q2	$1.19M	Buy	+28,571	New	+$1.18M	1.13%	13

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

Two West Capital Advisors reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 9% in Q2 2026, selling an estimated $78.7K and leaving 18,706 shares worth $784K. The position accounts for 0.39% of the portfolio, ranked #48.

Two West Capital Advisors first reported a position in DFCF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2024. 509 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Two West Capital Advisors held 18,706 shares of Dimensional Core Fixed Income ETF worth $784K as of Q2 2026.
Two West Capital Advisors sold 1,861 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $78.7K.
Dimensional Core Fixed Income ETF made up 0.39% of Two West Capital Advisors's portfolio in Q2 2026, its #48 holding.
Two West Capital Advisors first reported a position in Dimensional Core Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Dimensional Core Fixed Income ETF position peaked at $1.19M in Q2 2024.
509 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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