Skip to content
Disclosery

Two West Capital Advisors LLC: DFAU position timeline

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

Two West Capital Advisors LLC held 790,439 DFAU 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 790,439 shares
    Change vs previous 13F -1,467 shares

    20.18% of the 13F portfolio, value $40,600,909.

    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 791,906 shares
    Change vs previous 13F +4,440 shares

    20.6% of the 13F portfolio, value $38,866,743.

    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 787,466 shares
    Change vs previous 13F -5,648 shares

    21.42% of the 13F portfolio, value $36,853,413.

    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 793,114 shares
    Change vs previous 13F +1,171 shares

    22.24% of the 13F portfolio, value $36,832,213.

    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 791,943 shares
    Change vs previous 13F +41,038 shares

    22.69% of the 13F portfolio, value $34,639,606.

    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 750,905 shares
    Change vs previous 13F +41,389 shares

    22.91% of the 13F portfolio, value $27,430,551.

    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 709,516 shares
    Change vs previous 13F -82,759 shares

    24.62% of the 13F portfolio, value $28,728,312.

    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 792,275 shares
    Change vs previous 13F not available

    25.48% of the 13F portfolio, value $31,445,394.

    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).