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Shearwater Capital’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Shearwater Capital’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$76M Buy
1,713,356
+9,437
+0.6% +$404K 36.29% 1
2026
Q1 		$66.2M Buy
1,703,919
+11,606
+0.7% +$468K 34.72% 1
2025
Q4 		$67M Sell
1,692,313
-1,966
-0.1% -$76.7K 38.46% 1
2025
Q3 		$65.3M Sell
1,694,279
-9,982
-0.6% -$373K 38.78% 1
2025
Q2 		$61.1M Buy
1,704,261
+49,629
+3% +$1.66M 38.41% 1
2025
Q1 		$54.6M Sell
1,654,632
-38,775
-2% -$1.35M 38.35% 1
2024
Q4 		$58.6M Sell
1,693,407
-429
-0% -$15.1K 39.75% 1
2024
Q3 		$58.1M Buy
1,693,836
+6,277
+0.4% +$207K 40.06% 1
2024
Q2 		$54.4M Sell
1,687,559
-8,411
-0.5% -$265K 39.97% 1
2024
Q1 		$54.2M Buy
1,695,970
+19,085
+1% +$576K 39.93% 1
2023
Q4 		$49M Buy
1,676,885
+16,253
+1% +$440K 38.92% 1
2023
Q3 		$43.5M Buy
1,660,632
+27,075
+2% +$739K 39.33% 1
2023
Q2 		$44.4M Buy
1,633,557
+43,970
+3% +$1.13M 38.78% 1
2023
Q1 		$40.5M Buy
1,589,587
+53,502
+3% +$1.36M 37.62% 1
2022
Q4 		$38.2M Sell
1,536,085
-5,227
-0.3% -$127K 38.55% 1
2022
Q3 		$34.3M Buy
1,541,312
+6,430
+0.4% +$158K 38.73% 1
2022
Q2 		$35.8M Buy
1,534,882
+24,429
+2% +$619K 38.54% 1
2022
Q1 		$41.7M Sell
1,510,453
-13,250
-0.9% -$363K 38.4% 1
2021
Q4 		$44.1M Buy
+1,523,703
New +$43M 38.02% 1

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Shearwater Capital's DFAC Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.55% in Q2 2026, buying an estimated $404K and bringing the position to 1,713,356 shares worth $76M. The position accounts for 36.29% of the portfolio, ranked #1.

Shearwater Capital first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Shearwater Capital held 1,713,356 shares of Dimensional US Core Equity 2 ETF worth $76M as of Q2 2026.
  • Shearwater Capital bought 9,437 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $404K.
  • Dimensional US Core Equity 2 ETF made up 36.29% of Shearwater Capital's portfolio in Q2 2026, its #1 holding.
  • Shearwater Capital first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • 251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.