TWCA
DFSD

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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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. 449 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.
  • 449 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.