Two West Capital Advisors LLC Purchases and Sells in Q1 2025

Two West Capital Advisors LLC

$120 Billion
Q1 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	20.7K + 7.01%	$28.88 - $32.4 $599K - $672K	317K $9.59B
BNDW	11.2K + 6.37%	$67.41 - $69.37 $757K - $779K	187K $12.8B
DIMENSIONAL ETF TRUST	10.8K + 90.5%	N/A	22.8K $1.18B
DFIC	10.8K + 12.68%	$25.54 - $28.79 $276K - $311K	96.1K $2.6B
QUAL	3.09K + 37.0%	$168.16 - $186.21 $519K - $575K	11.4K $1.87B
BRK-B	96 + 2.37%	$442.66 - $534.52 $42.5K - $51.3K	4.15K $2.17B

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	2.94K New	$97.25 - $104.79 $286K - $308K	2.94K $292M
OEF	1K New	N/A	1K $261M
IEMG	5.02K New	N/A	5.02K $259M
USHY	6.03K New	$36.63 - $37.45 $221K - $226K	6.03K $215M
DIMENSIONAL ETF TRUST	4.1K New	N/A	4.1K $213M
IAU	3.45K New	$49.74 - $58.96 $172K - $204K	3.45K $211M

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.69K - 41.75%	$209.68 - $247.1 $353K - $416K	2.35K $466M
SHY	-3.47K - 43.65%	$81.83 - $82.73 $284K - $287K	4.48K $369M
MBB	-2.37K - 21.09%	$90.37 - $94.08 $214K - $223K	8.88K $816M
EFG	-1.95K - 19.77%	$96.1 - $106.37 $187K - $207K	7.9K $770M
DGRO	-2.32K - 37.43%	$60.46 - $64.42 $140K - $149K	3.88K $226M
DFCF	-3.6K - 18.1%	$40.79 - $42.32 $147K - $152K	16.3K $670M

Activity Summary All Purchases 56 New Holdings 10 Increased Positions 46 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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