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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
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

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Shearwater Capital's DFCF Position: Q2 2026 in Review

Shearwater Capital reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.43% in Q2 2026, selling an estimated $6.17K and leaving 33,988 shares worth $1.43M. The position accounts for 0.69% of the portfolio, ranked #21.

Shearwater Capital first reported a position in DFCF in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.51M in Q3 2024. 263 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Shearwater Capital held 33,988 shares of Dimensional Core Fixed Income ETF worth $1.43M as of Q2 2026.
  • Shearwater Capital sold 146 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $6.17K.
  • Dimensional Core Fixed Income ETF made up 0.69% of Shearwater Capital's portfolio in Q2 2026, its #21 holding.
  • Shearwater Capital first reported a position in Dimensional Core Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Shearwater Capital's Dimensional Core Fixed Income ETF position peaked at $1.51M in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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