Two West Capital Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$932K	Sell	20,062 -1,950	-9%	-$92.2K	0.46%	43
2026 Q2	$1.05M	Sell	22,012 -1,809	-8%	-$86.6K	0.52%	35
2026 Q1	$1.14M	Buy	23,821 +9,513	+66%	+$458K	0.6%	35
2025 Q4	$686K	Buy	14,308 +1,011	+8%	+$48.7K	0.4%	45
2025 Q3	$643K	Sell	13,297 -203	-2%	-$9.8K	0.39%	43
2025 Q2	$647K	Sell	13,500 -4,319	-24%	-$206K	0.42%	38
2025 Q1	$839K	Sell	17,819 -1,494	-8%	-$70.5K	0.7%	24
2024 Q4	$905K	Buy	19,313 +6,114	+46%	+$289K	0.78%	20
2024 Q3	$630K	Buy	13,199 +2,720	+26%	+$129K	0.51%	34
2024 Q2	$493K	Buy	+10,479	New	+$492K	0.47%	34

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

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

Two West Capital Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.9% in Q3 2026, selling an estimated $92.2K and leaving 20,062 shares worth $932K. The position accounts for 0.46% of the portfolio, ranked #43.

Two West Capital Advisors first reported a position in DFSD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2026. 314 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Two West Capital Advisors held 20,062 shares of Dimensional Short-Duration Fixed Income ETF worth $932K as of Q3 2026.
Two West Capital Advisors sold 1,950 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $92.2K.
Dimensional Short-Duration Fixed Income ETF made up 0.46% of Two West Capital Advisors's portfolio in Q3 2026, its #43 holding.
Two West Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
Two West Capital Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.14M in Q1 2026.
314 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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