Two West Capital Advisors LLC
CIK 2026617 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- DFAU20.18%
- BNDW9.01%
- DFAC7.42%
- DFAI5.62%
- SCHP4.99%
- IVV4.75%
- IUSB2.90%
- DFAE2.60%
- DFIC1.80%
- DFSV1.79%
Share classes counted separately61.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight increased · +1.82 pp2.93% → 4.75%Shares +5.08K (+65.60%)
- IUSBWeight increased · +0.82 pp2.08% → 2.90%Shares +42.83K (+50.44%)
- DFAUWeight decreased · -0.42 pp20.60% → 20.18%Shares -1.47K (-0.19%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY MUS CORE EQT MKT View history and evidence | $40.60M | 20.18% | 790.44K shares | 20.60% → 20.18%-0.42 pp -1.47K (-0.19%) | Reduced | ▾ |
| 02 | BNDWVANGUARD TOTAL WORLD BOND ETTOTAL WLD BD ETF View history and evidence | $18.13M | 9.01% | 267.55K shares | 9.20% → 9.01%-0.19 pp +12.68K (+4.98%) | Added | ▾ |
| 03 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $14.93M | 7.42% | 338.97K shares | 7.61% → 7.42%-0.19 pp -3.27K (-0.95%) | Reduced | ▾ |
| 04 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $11.31M | 5.62% | 275.63K shares | 5.86% → 5.62%-0.24 pp +77 (+0.03%) | Added | ▾ |
| 05 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $10.04M | 4.99% | 383.22K shares | 5.01% → 4.99%-0.02 pp +30.66K (+8.70%) | Added | ▾ |
| 06 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $9.55M | 4.75% | 12.82K shares | 2.93% → 4.75%+1.82 pp +5.08K (+65.60%) | Added | ▾ |
| 07 | IUSBISHR CR UNVRSE USD BD ETF-UICORE UNIVRSL USD View history and evidence | $5.84M | 2.90% | 127.75K shares | 2.08% → 2.90%+0.82 pp +42.83K (+50.44%) | Added | ▾ |
| 08 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $5.23M | 2.60% | 139.99K shares | 3.02% → 2.60%-0.42 pp -12.65K (-8.29%) | Reduced | ▾ |
| 09 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $3.63M | 1.80% | 97.70K shares | 1.93% → 1.80%-0.13 pp -1.84K (-1.85%) | Reduced | ▾ |
| 10 | DFSVDIMENSIONAL US SMALL CAP VALUS SMALL CAP ETF View history and evidence | $3.61M | 1.79% | 92.15K shares | 1.82% → 1.79%-0.03 pp -456 (-0.49%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -21,162 | -$1.05M | SEC filing ↗ | SEC filing ↗ |
| IGSB ISHARES 1-5Y INV GRADE CORP | Non-derivative | -8,874 | -$465.81K | SEC filing ↗ | SEC filing ↗ |
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | -5,303 | -$436.88K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2026617 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 201156030
}Research all 101 reported holdings.
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