Two West Capital Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$346K	Hold	8,846	–	–	0.17%	74
2026 Q2	$364K	Sell	8,846 -1,102	-11%	-$46.1K	0.18%	76
2026 Q1	$418K	Buy	9,948 +4,098	+70%	+$172K	0.22%	69
2025 Q4	$243K	Hold	5,850	–	–	0.14%	94
2025 Q3	$248K	Sell	5,850 -641	-10%	-$27K	0.15%	88
2025 Q2	$271K	Sell	6,491 -492	-7%	-$20.4K	0.18%	73
2025 Q1	$287K	Sell	6,983 -2,922	-30%	-$121K	0.24%	57
2024 Q4	$401K	Buy	9,905 +914	+10%	+$37.7K	0.34%	45
2024 Q3	$380K	Sell	8,991 -1,598	-15%	-$66.6K	0.31%	46
2024 Q2	$432K	Buy	+10,589	New	+$432K	0.41%	38

Other funds holding DFIP

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

Hill Investment Group Partners St. Louis, Missouri $1.27B AUM 14.86% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return

Scratch Capital Boise, Idaho $157M AUM 12.32% 1-Year Est. Return

Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

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

Two West Capital Advisors held its Dimensional Inflation-Protected Securities ETF (DFIP) position steady in Q3 2026 at 8,846 shares worth $346K. The position accounts for 0.17% of the portfolio, ranked #74.

Two West Capital Advisors first reported a position in DFIP in Q2 2024 and has held it in 10 quarters since. The position peaked at $432K in Q2 2024. 123 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

Two West Capital Advisors held 8,846 shares of Dimensional Inflation-Protected Securities ETF worth $346K as of Q3 2026.
Two West Capital Advisors left its Dimensional Inflation-Protected Securities ETF share count unchanged in Q3 2026.
Dimensional Inflation-Protected Securities ETF made up 0.17% of Two West Capital Advisors's portfolio in Q3 2026, its #74 holding.
Two West Capital Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 10 quarters since.
Two West Capital Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $432K in Q2 2024.
123 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

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