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Two West Capital Advisors LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Two West Capital Advisors LLC on DFAI, newest first. How the timeline and the estimate are built.

Two West Capital Advisors LLC held 275,631 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 275,631 shares
    Change vs previous 13F +77 shares

    5.62% of the 13F portfolio, value $11,311,903.

    13F-HR 0002026617-26-000009 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 275,554 shares
    Change vs previous 13F +394 shares

    5.86% of the 13F portfolio, value $11,052,469.

    13F-HR 0002026617-26-000005 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 275,160 shares
    Change vs previous 13F -341 shares

    6.1% of the 13F portfolio, value $10,486,348.

    13F-HR 0002026617-26-000003 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 275,501 shares
    Change vs previous 13F +991 shares

    6.13% of the 13F portfolio, value $10,157,718.

    13F-HR 0002026617-25-000003 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 274,510 shares
    Change vs previous 13F -42,158 shares

    6.33% of the 13F portfolio, value $9,657,258.

    13F-HR 0001085146-25-004230 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 316,668 shares
    Change vs previous 13F +20,744 shares

    8.01% of the 13F portfolio, value $9,591,880.

    13F-HR 0001085146-25-002118 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 295,924 shares
    Change vs previous 13F -24,660 shares

    7.41% of the 13F portfolio, value $8,640,991.

    13F-HR 0001085146-25-000404 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 320,584 shares
    Change vs previous 13F not available

    8.26% of the 13F portfolio, value $10,188,162.

    13F-HR 0001085146-24-004871 filed by Two West Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).