Shearwater Capital’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Shearwater Capital’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Hold	6,225	–	–	0.15%	56
2026 Q1	$281K	Hold	6,225	–	–	0.15%	55
2025 Q4	$291K	Hold	6,225	–	–	0.17%	46
2025 Q3	$285K	Sell	6,225 -3,220	-34%	-$142K	0.17%	44
2025 Q2	$400K	Sell	9,445 -61	-0.6%	-$2.39K	0.25%	38
2025 Q1	$365K	Hold	9,506	–	–	0.26%	34
2024 Q4	$385K	Sell	9,506 -60	-0.6%	-$2.45K	0.26%	36
2024 Q3	$380K	Hold	9,566	–	–	0.26%	35
2024 Q2	$359K	Sell	9,566 -5,156	-35%	-$187K	0.26%	35
2024 Q1	$538K	Sell	14,722 -1,646	-10%	-$57K	0.4%	26
2023 Q4	$544K	Sell	16,368 -8	-0%	-$248	0.43%	26
2023 Q3	$490K	Hold	16,376	–	–	0.44%	26
2023 Q2	$507K	Hold	16,376	–	–	0.44%	27
2023 Q1	$471K	Buy	16,376 +10,896	+199%	+$308K	0.44%	26
2022 Q4	$234K	Buy	5,480 +2	+0%	+$54	0.24%	35
2022 Q3	$218K	Hold	5,478	–	–	0.25%	32
2022 Q2	$229K	Sell	5,478 -70	-1%	-$2.01K	0.25%	32
2022 Q1	$275K	Sell	5,548 -599	-10%	-$18.6K	0.25%	33
2021 Q4	$308K	Buy	+6,147	New	+$197K	0.27%	29

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Shearwater Capital's DFAU Position: Q2 2026 in Review

Shearwater Capital held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 6,225 shares worth $322K. The position accounts for 0.15% of the portfolio, ranked #56.

Shearwater Capital first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $544K in Q4 2023. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Shearwater Capital held 6,225 shares of Dimensional US Core Equity Market ETF worth $322K as of Q2 2026.
Shearwater Capital left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.15% of Shearwater Capital's portfolio in Q2 2026, its #56 holding.
Shearwater Capital first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
Shearwater Capital's Dimensional US Core Equity Market ETF position peaked at $544K in Q4 2023.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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