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Two West Capital Advisors LLC

Portfolio Manager
Two West Capital Advisors LLC
Performance
-1.41% (2026 Q1)
AUM (13F)
$188.71M
# of Holdings
96
Performance Rank
Allocation (Top 20)
72.18%

Two West Capital Advisors LLC Holdings Map

Top 50 Two West Capital Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAU
DIMENSIONAL ETF TRUST
20.6%791.9K$38.9M
+0.56%(+4.44K)
2025-Q1: 750.9K shares2025-Q2: 791.9K shares2025-Q3: 793.1K shares2025-Q4: 787.5K shares2026-Q1: 791.9K shares
$37.53(+35.80%)
2026-03-31
BNDW
VANGUARD SCOTTSDALE FDS
9.2%254.9K$17.4M
+1.86%(+4.65K)
2025-Q1: 187.5K shares2025-Q2: 222.1K shares2025-Q3: 235.7K shares2025-Q4: 250.2K shares2026-Q1: 254.9K shares
$68.75(-1.04%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
7.61%342.2K$14.4M
+3.04%(+10.11K)
2025-Q1: 320.1K shares2025-Q2: 319.6K shares2025-Q3: 326.3K shares2025-Q4: 332.1K shares2026-Q1: 342.2K shares
$32.77(+31.90%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
5.86%275.6K$11.1M
+0.14%(+394)
2025-Q1: 316.7K shares2025-Q2: 274.5K shares2025-Q3: 275.5K shares2025-Q4: 275.2K shares2026-Q1: 275.6K shares
$30.08(+38.42%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
5.01%352.6K$9.5M
+3.87%(+13.13K)
2025-Q1: 267.0K shares2025-Q2: 329.4K shares2025-Q3: 324.1K shares2025-Q4: 339.4K shares2026-Q1: 352.6K shares
$26.22(+2.18%)
2026-03-31
DFAE
DIMENSIONAL ETF TRUST
3.02%152.6K$5.7M
-2.13%(-3.33K)
2025-Q1: 162.7K shares2025-Q2: 162.6K shares2025-Q3: 157.0K shares2025-Q4: 156.0K shares2026-Q1: 152.6K shares
$25.47(+56.05%)
2026-03-31
IVV
ISHARES TR
2.93%7.7K$5.5M
+27.89%(+1.69K)
2025-Q1: 6.2K shares2025-Q2: 5.3K shares2025-Q3: 5.8K shares2025-Q4: 6.1K shares2026-Q1: 7.7K shares
$580.44(+28.48%)
2026-03-31
IUSB
ISHARES TR
2.08%84.9K$3.9M
+26.23%(+17.65K)
2025-Q1: 36.5K shares2025-Q2: 71.2K shares2025-Q3: 66.3K shares2025-Q4: 67.3K shares2026-Q1: 84.9K shares
$45.95(+0.08%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
1.93%99.5K$3.6M
+0.05%(+45)
2025-Q1: 96.1K shares2025-Q2: 96.8K shares2025-Q3: 100.5K shares2025-Q4: 99.5K shares2026-Q1: 99.5K shares
$26.83(+41.94%)
2026-03-31
DUHP
DIMENSIONAL ETF TRUST
1.85%89.8K$3.5M
-0.43%(-386)
2025-Q1: 84.9K shares2025-Q2: 85.4K shares2025-Q3: 87.8K shares2025-Q4: 90.2K shares2026-Q1: 89.8K shares
$32.34(+23.37%)
2026-03-31

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