Shearwater Capital’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Shearwater Capital’s Portfolio DFEV Stock Details DFEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227K	Sell	5,314 -1,653	-24%	-$67.6K	0.11%	63
2026 Q1	$249K	Hold	6,967	–	–	0.13%	60
2025 Q4	$235K	Hold	6,967	–	–	0.13%	48
2025 Q3	$222K	Hold	6,967	–	–	0.13%	49
2025 Q2	$209K	Buy	+6,967	New	+$193K	0.13%	48

Other funds holding DFEV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Shearwater Capital's DFEV Position: Q2 2026 in Review

Shearwater Capital reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 24% in Q2 2026, selling an estimated $67.6K and leaving 5,314 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #63.

Shearwater Capital first reported a position in DFEV in Q2 2025 and has held it in 5 quarters since. The position peaked at $249K in Q1 2026. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

Shearwater Capital held 5,314 shares of Dimensional Emerging Markets Value ETF worth $227K as of Q2 2026.
Shearwater Capital sold 1,653 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $67.6K.
Dimensional Emerging Markets Value ETF made up 0.11% of Shearwater Capital's portfolio in Q2 2026, its #63 holding.
Shearwater Capital first reported a position in Dimensional Emerging Markets Value ETF in Q2 2025 and has held it in 5 quarters since.
Shearwater Capital's Dimensional Emerging Markets Value ETF position peaked at $249K in Q1 2026.
291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

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