Two West Capital Advisors LLC
96 holdingsFiling period: 2026-03-31Current AUM: $205.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 791.9K | $38.9M | $44.6M | 21.76% | +4.4K | 2026-03-31 |
| 2 | BNDW | VANGUARD SCOTTSDALE FDS | 254.9K | $17.4M | $17.1M | 8.36% | +4.7K | 2026-03-31 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 342.2K | $14.4M | $16.4M | 8.02% | +10.1K | 2026-03-31 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 275.6K | $11.1M | $11.9M | 5.83% | +394 | 2026-03-31 |
| 5 | SCHP | SCHWAB STRATEGIC TR | 352.6K | $9.5M | $9.3M | 4.52% | +13.1K | 2026-03-31 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 152.6K | $5.7M | $6.3M | 3.08% | -3,325 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 7.7K | $5.5M | $6.4M | 3.10% | +1.7K | 2026-03-31 |
| 8 | IUSB | ISHARES TR | 84.9K | $3.9M | $3.9M | 1.88% | +17.6K | 2026-03-31 |
| 9 | DFIC | DIMENSIONAL ETF TRUST | 99.5K | $3.6M | $3.9M | 1.90% | +45 | 2026-03-31 |
| 10 | DUHP | DIMENSIONAL ETF TRUST | 89.8K | $3.5M | $3.9M | 1.91% | -386 | 2026-03-31 |
| 11 | DFSV | DIMENSIONAL ETF TRUST | 92.6K | $3.4M | $3.9M | 1.90% | +725 | 2026-03-31 |
| 12 | IVE | ISHARES TR | 11.6K | $2.6M | $2.8M | 1.37% | +743 | 2026-03-31 |
| 13 | IVW | ISHARES TR | 19.7K | $2.5M | $3.0M | 1.48% | +3.7K | 2026-03-31 |
| 14 | DYNF | BLACKROCK ETF TRUST | 39.1K | $2.5M | $2.9M | 1.40% | +1.4K | 2026-03-31 |
| 15 | VUSB | VANGUARD BD INDEX FDS | 45.5K | $2.3M | $2.3M | 1.10% | +1.3K | 2026-03-31 |
| 16 | IEMG | ISHARES INC | 28.5K | $2.2M | $2.4M | 1.19% | +3.5K | 2026-03-31 |
| 17 | DFGP | DIMENSIONAL ETF TRUST | 39.3K | $2.1M | $2.1M | 1.02% | +3.4K | 2026-03-31 |
| 18 | EFV | ISHARES TR | 23.7K | $1.8M | $2.0M | 0.95% | +3.3K | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.7K | $1.7M | $1.7M | 0.85% | -365 | 2026-03-31 |
| 20 | BDYN | BLACKROCK ETF TRUST | 66.0K | $1.7M | $1.9M | 0.95% | +1.2K | 2026-03-31 |
| 21 | DGCB | DIMENSIONAL ETF TRUST | 30.7K | $1.7M | $1.6M | 0.80% | +2.4K | 2026-03-31 |
| 22 | IGEB | ISHARES TR | 34.6K | $1.6M | $1.5M | 0.75% | +1.4K | 2026-03-31 |
| 23 | MUB | ISHARES TR | 14.4K | $1.5M | $1.5M | 0.75% | +4.2K | 2026-03-31 |
| 24 | SCHG | SCHWAB STRATEGIC TR | 46.3K | $1.5M | $1.8M | 0.87% | -4,680 | 2026-03-31 |
| 25 | EFG | ISHARES TR | 12.7K | $1.5M | $1.6M | 0.79% | +8.2K | 2026-03-31 |
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