Two West Capital Advisors LLC DFAU — DIMENSIONAL ETF TRUST

Ownership history in Two West Capital Advisors LLC  ·  8 quarters on record

AI Ownership Summary

Two West Capital Advisors LLC reported DIMENSIONAL ETF TRUST (DFAU) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 25.48% in 2024 Q3. The latest visible filing shows DFAU at 20.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Two West Capital Advisors LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAU was reported at 20.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.48% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAU stock page Two West Capital Advisors LLC fund profile Two West Capital Advisors LLC full holdings
How Two West Capital Advisors LLC held DFAU — position size vs. price
% of Fund (quarterly)    DFAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 791,906 +4,440 +0.6% 20.60% $38.9M 2026-05-04 $49.53
2025 Q4 REDUCED — — — 787,466 -5,648 -0.7% 21.42% $36.9M 2026-01-13 $47.71
2025 Q3 ADDED — — — 793,114 +1,171 +0.1% 22.24% $36.8M 2025-11-06 $45.63
2025 Q2 ADDED — — — 791,943 +41,038 +5.5% 22.69% $34.6M 2025-07-29 $43.24
2025 Q1 ADDED — — — 750,905 +41,389 +5.8% 22.91% $27.4M 2025-04-15 $36.40
2024 Q4 REDUCED 10.4% -4.8% ✅ 709,516 -82,759 -10.4% 24.62% $28.7M 2025-01-22 $41.49
2024 Q3 ADDED — — — 792,275 +86,998 +12.3% 25.48% $31.4M 2024-10-15 $39.49
2024 Q2 INITIATED — — — 705,277 — — 25.24% $26.4M 2024-08-07 $35.16

🏢 Other funds also holding DFAU

As of 2026 Q1 — sorted by position size

MARS JEWETT FINANCIAL GROUP, INC. 44.57% Aquire Wealth Advisors, LLC 3Y 40.53% Kooman & Associates 3Y 38.62% Sterling Wealth Advisors Inc 30.61% Blankinship & Foster, LLC 3Y 7Y 26.16% M Wealth Management, LLC 23.46% Spinnaker Investment Group, LLC 3Y 21.13% Note Advisors, LLC 21.13% Pioneer Wealth Management Group 3Y 20.64% 55 North Private Wealth, LLC 19.41%

FAQ About Two West Capital Advisors LLC and DFAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Two West Capital Advisors LLC reported owning DFAU?

Two West Capital Advisors LLC reported DFAU across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported DFAU position in Two West Capital Advisors LLC's portfolio?

The largest reported portfolio weight for DFAU was 25.48% in 2024 Q3.

What is the latest reported DFAU position on this page?

The most recent filing on this page is 2026 Q1, when Two West Capital Advisors LLC reported 791,906 shares, equal to 20.60% of portfolio, with an estimated market value of $38.9M.

What does the chart on this DFAU ownership page compare?

The chart compares Two West Capital Advisors LLC's quarterly DFAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Two West Capital Advisors LLC time their DFAU position?

Based on 13F filing dates vs. subsequent DFAU price moves, Two West Capital Advisors LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on DFAU relative to SPY over the holding period was +5.1%.

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