Shearwater Capital’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Shearwater Capital’s Portfolio DFEM Stock Details DFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.83M	Buy	94,261 +10,681	+13%	+$420K	1.83%	8
2026 Q1	$2.89M	Buy	83,580 +8,354	+11%	+$297K	1.51%	11
2025 Q4	$2.49M	Sell	75,226 -2,857	-4%	-$93.4K	1.43%	10
2025 Q3	$2.5M	Sell	78,083 -27	-0%	-$833	1.49%	10
2025 Q2	$2.32M	Sell	78,110 -832	-1%	-$22.9K	1.46%	10
2025 Q1	$2.09M	Sell	78,942 -2,563	-3%	-$68.1K	1.47%	10
2024 Q4	$2.13M	Sell	81,505 -158	-0.2%	-$4.29K	1.45%	10
2024 Q3	$2.3M	Buy	81,663 +39	+0%	+$1.05K	1.59%	9
2024 Q2	$2.18M	Buy	81,624 +281	+0.3%	+$7.37K	1.6%	9
2024 Q1	$2.07M	Buy	81,343 +1,333	+2%	+$33K	1.53%	9
2023 Q4	$2M	Buy	80,010 +4,097	+5%	+$96.9K	1.59%	9
2023 Q3	$1.77M	Buy	75,913 +1,755	+2%	+$42.4K	1.6%	9
2023 Q2	$1.78M	Buy	74,158 +4,352	+6%	+$103K	1.56%	10
2023 Q1	$1.65M	Buy	69,806 +10,547	+18%	+$249K	1.53%	9
2022 Q4	$1.37M	Buy	59,259 +19,885	+51%	+$434K	1.38%	8
2022 Q3	$809K	Buy	+39,374	New	+$903K	0.91%	17

Other funds holding DFEM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

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

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

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

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return