Awm Capital, Llc Portfolio Shifts: Significant Increases in Dimensional ETF Holdings and Activity in Real Estate
This analysis details Awm Capital's observable changes to its holdings during Q2 2026, highlighting substantial increases in Dimensional Fund Advisors Trust ETFs (DFAC, DFSU, DFIC, DFEM) and a notable exit from Kodiaq Gas Services Inc. (KGS).
As of June 30th, 2026, Awm Capital, Llc has shown significant activity in its portfolio during the most recent quarter.
The investor's focus appears heavily weighted towards Dimensional Fund Advisors Trust ETFs. Notably, they increased their position in DIMENSIONAL ETF TRUST (DFAC) by 6.8%, adding shares worth approximately $33 million.
This substantial increase was mirrored across several Dimensional holdings: DIMENSIONAL ETF TRUST (DFSU) saw a 7.04% share increase, while DIMENSIONAL ETF TRUST (DFIC) and DIMENSIONAL ETF TRUST (DFEM) also experienced significant share growth of 3.55% and 5.55%, respectively.
In contrast, Awm Capital reduced its exposure in other areas. The position in ISHARES TR (SGOV) decreased by a considerable 42.36% during the quarter.
The investor also completely exited their position in KODIAK GAS SVCS INC (KGS), which was categorized under Energy, and sold shares of TRINITY CAP INC (TRIN) classified in the Financial Services sector.
Furthermore, Awm Capital disposed of other holdings like Vanguard's VNQ ($10.2M) and SPDR's RWX ($256k), alongside a smaller sale of IShares ETFs (ICF). These actions reflect strategic adjustments away from certain sectors or specific investments.