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 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%	-$9.77K	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 $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

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

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

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

Two West Capital Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.6% in Q2 2026, selling an estimated $86.6K and leaving 22,012 shares worth $1.05M. The position accounts for 0.52% of the portfolio, ranked #35.

Two West Capital Advisors first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q1 2026. 171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Two West Capital Advisors held 22,012 shares of Dimensional Short-Duration Fixed Income ETF worth $1.05M as of Q2 2026.
Two West Capital Advisors sold 1,809 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $86.6K.
Dimensional Short-Duration Fixed Income ETF made up 0.52% of Two West Capital Advisors's portfolio in Q2 2026, its #35 holding.
Two West Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
Two West Capital Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.14M in Q1 2026.
171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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