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 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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

LEFP

Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $448M AUM 21.79% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Two West Capital Advisors's DFIP Position: Q1 2026 in Review

Two West Capital Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 70% in Q1 2026, buying an estimated $172K and bringing the position to 9,948 shares worth $418K. The position accounts for 0.22% of the portfolio, ranked #69.

Two West Capital Advisors first reported a position in DFIP in Q2 2024 and has held it in 8 quarters since. The position peaked at $432K in Q2 2024. 162 funds tracked by Wall St. Rank hold DFIP as of Q1 2026.

Two West Capital Advisors held 9,948 shares of Dimensional Inflation-Protected Securities ETF worth $418K as of Q1 2026.
Two West Capital Advisors bought 4,098 Dimensional Inflation-Protected Securities ETF shares in Q1 2026, an estimated $172K.
Dimensional Inflation-Protected Securities ETF made up 0.22% of Two West Capital Advisors's portfolio in Q1 2026, its #69 holding.
Two West Capital Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q2 2024 and has held it in 8 quarters since.
Two West Capital Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $432K in Q2 2024.
162 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q1 2026.

Based on Two West Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.