TWCA
DFSV

Two West Capital Advisors’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Two West Capital Advisors’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61M Sell
92,154
-456
-0.5% -$17K 1.79% 10
2026
Q1 		$3.43M Buy
92,610
+725
+0.8% +$25.6K 1.82% 11
2025
Q4 		$3.02M Buy
91,885
+4,127
+5% +$133K 1.76% 11
2025
Q3 		$2.82M Buy
87,758
+3,334
+4% +$104K 1.7% 11
2025
Q2 		$2.6M Buy
84,424
+1,519
+2% +$42.1K 1.7% 11
2025
Q1 		$2.1M Buy
82,905
+6,026
+8% +$182K 1.75% 12
2024
Q4 		$2.37M Buy
76,879
+8,576
+13% +$272K 2.03% 9
2024
Q3 		$2.1M Buy
68,303
+6,106
+10% +$183K 1.7% 11
2024
Q2 		$1.79M Buy
+62,197
New +$1.8M 1.71% 12

Other funds holding DFSV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Two West Capital Advisors reduced its Dimensional US Small Cap Value ETF (DFSV) stake by 0.49% in Q2 2026, selling an estimated $17K and leaving 92,154 shares worth $3.61M. The position accounts for 1.79% of the portfolio, ranked #10.

Two West Capital Advisors first reported a position in DFSV in Q2 2024 and has held it in 9 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Two West Capital Advisors held 92,154 shares of Dimensional US Small Cap Value ETF worth $3.61M as of Q2 2026.
  • Two West Capital Advisors sold 456 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $17K.
  • Dimensional US Small Cap Value ETF made up 1.79% of Two West Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Two West Capital Advisors first reported a position in Dimensional US Small Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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