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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

SFA

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Shearwater Capital's DFEM Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 13% in Q2 2026, buying an estimated $420K and bringing the position to 94,261 shares worth $3.83M. The position accounts for 1.83% of the portfolio, ranked #8.

Shearwater Capital first reported a position in DFEM in Q3 2022 and has held it in 16 quarters since. 596 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

Shearwater Capital held 94,261 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $3.83M as of Q2 2026.
Shearwater Capital bought 10,681 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $420K.
Dimensional Emerging Markets Core Equity 2 ETF made up 1.83% of Shearwater Capital's portfolio in Q2 2026, its #8 holding.
Shearwater Capital first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q3 2022 and has held it in 16 quarters since.
596 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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