Shearwater Capital
DFCF icon

Shearwater Capital’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Shearwater Capital’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32M Sell
32,921
-1,067
-3% -$44.2K 0.63% 22
2026
Q2 		$1.43M Sell
33,988
-146
-0.4% -$6.17K 0.69% 21
2026
Q1 		$1.44M Sell
34,134
-187
-0.5% -$7.98K 0.76% 19
2025
Q4 		$1.46M Sell
34,321
-95
-0.3% -$4.07K 0.84% 16
2025
Q3 		$1.47M Buy
34,416
+14
+0% +$594 0.87% 16
2025
Q2 		$1.45M Buy
34,402
+16
+0% +$667 0.91% 15
2025
Q1 		$1.45M Buy
34,386
+9
+0% +$375 1.02% 13
2024
Q4 		$1.42M Sell
34,377
-609
-2% -$25.6K 0.96% 16
2024
Q3 		$1.51M Sell
34,986
-35
-0.1% -$1.49K 1.04% 15
2024
Q2 		$1.45M Buy
35,021
+1,588
+5% +$65.8K 1.07% 15
2024
Q1 		$1.4M Buy
33,433
+3,793
+13% +$159K 1.03% 15
2023
Q4 		$1.26M Buy
29,640
+5,796
+24% +$237K 1% 15
2023
Q3 		$963K Buy
23,844
+1,166
+5% +$48.1K 0.87% 18
2023
Q2 		$946K Buy
22,678
+3,019
+15% +$127K 0.83% 18
2023
Q1 		$836K Buy
19,659
+5,220
+36% +$221K 0.78% 19
2022
Q4 		$603K Buy
14,439
+2,540
+21% +$105K 0.61% 21
2022
Q3 		$490K Buy
11,899
+1,069
+10% +$46.4K 0.55% 25
2022
Q2 		$476K Buy
10,830
+2,687
+33% +$119K 0.51% 23
2022
Q1 		$381K Buy
+8,143
New +$391K 0.35% 25

Other funds holding DFCF

Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Shearwater Capital's DFCF Position: Q3 2026 in Review

Shearwater Capital reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 3.1% in Q3 2026, selling an estimated $44.2K and leaving 32,921 shares worth $1.32M. The position accounts for 0.63% of the portfolio, ranked #22.

Shearwater Capital first reported a position in DFCF in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.51M in Q3 2024. 231 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Shearwater Capital held 32,921 shares of Dimensional Core Fixed Income ETF worth $1.32M as of Q3 2026.
  • Shearwater Capital sold 1,067 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $44.2K.
  • Dimensional Core Fixed Income ETF made up 0.63% of Shearwater Capital's portfolio in Q3 2026, its #22 holding.
  • Shearwater Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and has held it in 19 quarters since.
  • Shearwater Capital's Dimensional Core Fixed Income ETF position peaked at $1.51M in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Shearwater Capital's 13F filing for Q3 2026, filed 13 Oct 2026.