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

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

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

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return