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 Q3	$4.22M	Buy	106,343 +12,082	+13%	+$477K	2%	8
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Shearwater Capital's DFEM Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 13% in Q3 2026, buying an estimated $477K and bringing the position to 106,343 shares worth $4.22M. The position accounts for 2% of the portfolio, ranked #8.

Shearwater Capital first reported a position in DFEM in Q3 2022 and has held it in 17 quarters since. 285 funds tracked by Wall St. Rank hold DFEM as of Q3 2026.

Shearwater Capital held 106,343 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $4.22M as of Q3 2026.
Shearwater Capital bought 12,082 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2026, an estimated $477K.
Dimensional Emerging Markets Core Equity 2 ETF made up 2% of Shearwater Capital's portfolio in Q3 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 17 quarters since.
285 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2026.

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