Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Two West Capital Advisors LLC (CIK 2026617) reported $188.7M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($38.9M, 20.60%), BNDW ($17.4M, 9.20%), DFAC ($14.4M, 7.61%), DFAI ($11.1M, 5.86%), SCHP ($9.5M, 5.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $38.9M | 20.60% | 791,906 | Added |
| 2 | BNDW | VANGUARD SCOTTSDALE FDS | $17.4M | 9.20% | 254,869 | Added |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $14.4M | 7.61% | 342,233 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $11.1M | 5.86% | 275,554 | Added |
| 5 | SCHP | SCHWAB STRATEGIC TR | $9.5M | 5.01% | 352,559 | Added |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $5.7M | 3.02% | 152,642 | Trimmed |
| 7 | IVV | ISHARES TR | $5.5M | 2.93% | 7,741 | Added |
| 8 | IUSB | ISHARES TR | $3.9M | 2.08% | 84,921 | Added |
| 9 | DFIC | DIMENSIONAL ETF TRUST | $3.6M | 1.93% | 99,534 | Added |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $3.5M | 1.85% | 89,797 | Trimmed |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $3.4M | 1.82% | 92,610 | Added |
| 12 | IVE | ISHARES TR | $2.6M | 1.35% | 11,553 | Added |
| 13 | IVW | ISHARES TR | $2.5M | 1.34% | 19,671 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $2.5M | 1.31% | 39,078 | Added |
| 15 | VUSB | VANGUARD BD INDEX FDS | $2.3M | 1.20% | 45,483 | Added |
| 16 | IEMG | ISHARES INC | $2.2M | 1.16% | 28,469 | Added |
| 17 | DFGP | DIMENSIONAL ETF TRUST | $2.1M | 1.13% | 39,326 | Added |
| 18 | EFV | ISHARES TR | $1.8M | 0.95% | 23,696 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.92% | 3,654 | Trimmed |
| 20 | DYNF | BLACKROCK ETF TRUST | $1.7M | 0.91% | 66,039 | Added |
| 21 | DGCB | DIMENSIONAL ETF TRUST | $1.7M | 0.88% | 30,696 | Added |
| 22 | IGEB | ISHARES TR | $1.6M | 0.82% | 34,553 | Added |
| 23 | MUB | ISHARES TR | $1.5M | 0.82% | 14,435 | Added |
| 24 | SCHG | SCHWAB STRATEGIC TR | $1.5M | 0.80% | 46,309 | Trimmed |
| 25 | EFG | ISHARES TR | $1.5M | 0.78% | 12,722 | Added |
Source: SEC Form 13F filings · as of 2026-03-31