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Shearwater Capital’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Shearwater Capital’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
33,970
+9
+0% +$348 0.65% 23
2026
Q1 		$1.15M Buy
33,961
+5
+0% +$175 0.6% 25
2025
Q4 		$1.11M Sell
33,956
-253
-0.7% -$8.14K 0.63% 20
2025
Q3 		$1.08M Buy
34,209
+18
+0.1% +$542 0.64% 19
2025
Q2 		$990K Sell
34,191
-594
-2% -$15.9K 0.62% 19
2025
Q1 		$901K Sell
34,785
-1,071
-3% -$27.8K 0.63% 20
2024
Q4 		$910K Hold
35,856
– – 0.62% 19
2024
Q3 		$983K Buy
35,856
+21
+0.1% +$548 0.68% 20
2024
Q2 		$927K Sell
35,835
-300
-0.8% -$7.6K 0.68% 21
2024
Q1 		$893K Sell
36,135
-1,501
-4% -$36K 0.66% 21
2023
Q4 		$907K Sell
37,636
-9,239
-20% -$211K 0.72% 19
2023
Q3 		$1.06M Sell
46,875
-180
-0.4% -$4.24K 0.96% 15
2023
Q2 		$1.1M Sell
47,055
-372
-0.8% -$8.6K 0.97% 15
2023
Q1 		$1.09M Buy
47,427
+5,811
+14% +$134K 1.01% 15
2022
Q4 		$1M Sell
41,616
-1,471
-3% -$31.3K 1.01% 13
2022
Q3 		$923K Buy
43,087
+1,277
+3% +$28.8K 1.04% 14
2022
Q2 		$1.03M Buy
41,810
+5,543
+15% +$136K 1.11% 12
2022
Q1 		$1.03M Buy
36,267
+5,692
+19% +$153K 0.95% 14
2021
Q4 		$895K Buy
+30,575
New +$840K 0.77% 14

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Shearwater Capital's DFAE Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.03% in Q2 2026, buying an estimated $348 and bringing the position to 33,970 shares worth $1.37M. The position accounts for 0.65% of the portfolio, ranked #23.

Shearwater Capital first reported a position in DFAE in Q4 2021 and has held it in 19 quarters since. 716 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Shearwater Capital held 33,970 shares of Dimensional Emerging Core Equity Market ETF worth $1.37M as of Q2 2026.
  • Shearwater Capital bought 9 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $348.
  • Dimensional Emerging Core Equity Market ETF made up 0.65% of Shearwater Capital's portfolio in Q2 2026, its #23 holding.
  • Shearwater Capital first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 716 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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