TW

Two West Capital Advisors LLC

13F
Two West Capital Advisors LLC
Last update 2025-04-15 79 Stocks (10 new)
Value $120.00 Mil Turnover 9 %
Countries:
Top Holdings: DFAU(22.91%)BNDW(10.67%)DFAC(8.32%)DFAI(8.01%)SCHP(5.84%)
Summary Stock Picks Current Portfolio
Two West Capital Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
750,905
27,430.5
+5.83%
22.910
+1.26%
0.400
+16.65%
+8.28%
8,833.0
 
BNDW
Vanguard Total World Bond ETF
187,460
12,777.2
+6.37%
10.670
+0.64%
1.170
+0.52%
+2.48%
1,245.2
 
DFAC
Dimensional U.S. Core Equity 2 ETF
320,091
9,961.2
+8.22%
8.320
+0.63%
0.030
+16.00%
+7.54%
36,032.7
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
316,668
9,591.9
+7.01%
8.010
+0.52%
0.110
+11.98%
+23.06%
10,876.7
 
SCHP
Schwab U.S. Tips ETF
266,971
6,989.3
+2.11%
5.840
+0.12%
0.050
+1.05%
+4.58%
13,091.2
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
162,656
4,032.3
+6.47%
3.370
+0.20%
0.080
+16.24%
+18.88%
6,308.4
 
IVV
iShares Core S&P 500 ETF
6,231
3,345.9
+7.80%
2.800
+0.20%
0.000
+16.47%
+9.00%
642,592.1
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
84,941
2,658.6
+5.08%
2.220
+0.11%
0.040
+14.02%
+8.61%
8,943.7
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
96,108
2,596.8
+12.68%
2.170
+0.24%
0.030
+13.07%
+25.34%
9,959.5
 
BRK.B
Berkshire Hathaway Inc
4,145
2,172.4
+2.37%
1.810
+0.04%
0.000
-9.20%
+6.50%
1,040,994.7
Insurance

Two West Capital Advisors LLC's Historical Top Holdings Breakdowns

Two West Capital Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+1.26%
●
37.84 ($40.57) 42.31
$43.63
7.54%
Add 5.83%
750,905
41,389
BNDW
Vanguard Total World Bond ETF
2025-03-31
Add
Add
+0.64%
●
67.41 ($68.42) 69.37
$68.77
0.51%
Add 6.37%
187,460
11,230
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.63%
●
32.42 ($34.71) 36.1
$36.99
6.58%
Add 8.22%
320,091
24,302
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.52%
●
28.88 ($30.87) 32.4
$35.32
14.42%
Add 7.01%
316,668
20,744
DGCB
Dimensional Global Credit ETF
2025-03-31
Add
Add
+0.47%
●
51.87 ($52.91) 53.64
$54.15
2.34%
Add 90.5%
22,768
10,816
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.42%
●
168.16 ($179.03) 186.21
$186.33
4.08%
Add 37%
11,438
3,089
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.36%
●
209.68 ($231.67) 247.1
$213.84
-7.69%
Reduce -41.75%
2,351
-1,685
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-03-31
Add
Add
+0.24%
●
25.54 ($27.31) 28.8
$31.85
16.62%
Add 12.68%
96,108
10,815
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.24%
●
81.83 ($82.24) 82.73
$82.53
0.36%
Reduce -43.65%
4,479
-3,469
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.24%
●
97.25 ($101.36) 104.79
$99.54
-1.80%
New holding
2,936
2,936

Two West Capital Advisors LLC Total Holding History ($B)

To

Two West Capital Advisors LLC's Asset Allocation

To

Two West Capital Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Two West Capital Advisors LLC's Hypothetical Growth since 2025-03-31

Two West Capital Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Two West Capital Advisors LLC's Holdings Heat Map

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Two West Capital Advisors LLC's Holdings Bubble Chart

Two West Capital Advisors LLC News

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