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 Q3	$225K	Hold	5,314	–	–	0.11%	67
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

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1.03B AUM 9.27% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Shearwater Capital's DFEV Position: Q3 2026 in Review

Shearwater Capital held its Dimensional Emerging Markets Value ETF (DFEV) position steady in Q3 2026 at 5,314 shares worth $225K. The position accounts for 0.11% of the portfolio, ranked #67.

Shearwater Capital first reported a position in DFEV in Q2 2025 and has held it in 6 quarters since. The position peaked at $249K in Q1 2026. 207 funds tracked by Wall St. Rank hold DFEV as of Q3 2026.

Shearwater Capital held 5,314 shares of Dimensional Emerging Markets Value ETF worth $225K as of Q3 2026.
Shearwater Capital left its Dimensional Emerging Markets Value ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Value ETF made up 0.11% of Shearwater Capital's portfolio in Q3 2026, its #67 holding.
Shearwater Capital first reported a position in Dimensional Emerging Markets Value ETF in Q2 2025 and has held it in 6 quarters since.
Shearwater Capital's Dimensional Emerging Markets Value ETF position peaked at $249K in Q1 2026.
207 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2026.

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