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Shearwater Capital’s Dimensional US Small Cap ETF DFAS Stock Holding History

Shearwater Capital’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Hold
23,472
– – 0.92% 14
2026
Q1 		$1.67M Hold
23,472
– – 0.88% 18
2025
Q4 		$1.64M Buy
23,472
+2
+0% +$138 0.94% 15
2025
Q3 		$1.61M Sell
23,470
-106
-0.4% -$7.08K 0.95% 14
2025
Q2 		$1.5M Hold
23,576
– – 0.94% 14
2025
Q1 		$1.41M Sell
23,576
-382
-2% -$24.6K 0.99% 15
2024
Q4 		$1.56M Sell
23,958
-114
-0.5% -$7.63K 1.06% 15
2024
Q3 		$1.56M Sell
24,072
-47
-0.2% -$2.94K 1.08% 14
2024
Q2 		$1.45M Hold
24,119
– – 1.06% 16
2024
Q1 		$1.5M Sell
24,119
-616
-2% -$36.5K 1.11% 13
2023
Q4 		$1.47M Sell
24,735
-415
-2% -$22.2K 1.17% 12
2023
Q3 		$1.32M Sell
25,150
-441
-2% -$24.3K 1.19% 13
2023
Q2 		$1.4M Hold
25,591
– – 1.23% 12
2023
Q1 		$1.35M Sell
25,591
-778
-3% -$42.1K 1.25% 11
2022
Q4 		$1.35M Sell
26,369
-8,540
-24% -$440K 1.36% 9
2022
Q3 		$1.62M Hold
34,909
– – 1.83% 8
2022
Q2 		$1.68M Sell
34,909
-185
-0.5% -$9.59K 1.81% 7
2022
Q1 		$1.97M Sell
35,094
-416
-1% -$23.4K 1.81% 7
2021
Q4 		$2.13M Buy
+35,510
New +$2.14M 1.83% 7

Other funds holding DFAS

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Shearwater Capital's DFAS Position: Q2 2026 in Review

Shearwater Capital held its Dimensional US Small Cap ETF (DFAS) position steady in Q2 2026 at 23,472 shares worth $1.93M. The position accounts for 0.92% of the portfolio, ranked #14.

Shearwater Capital first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.13M in Q4 2021. 483 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Shearwater Capital held 23,472 shares of Dimensional US Small Cap ETF worth $1.93M as of Q2 2026.
  • Shearwater Capital left its Dimensional US Small Cap ETF share count unchanged in Q2 2026.
  • Dimensional US Small Cap ETF made up 0.92% of Shearwater Capital's portfolio in Q2 2026, its #14 holding.
  • Shearwater Capital first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's Dimensional US Small Cap ETF position peaked at $2.13M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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