Shearwater Capital’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Shearwater Capital’s Portfolio DFGP Stock Details DFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.06M	Buy	20,457 +1,481	+8%	+$79K	0.5%	28
2026 Q2	$1.03M	Buy	18,976 +1,803	+10%	+$98.1K	0.49%	29
2026 Q1	$927K	Buy	17,173 +789	+5%	+$42.9K	0.49%	29
2025 Q4	$886K	Buy	16,384 +1,213	+8%	+$66.8K	0.51%	25
2025 Q3	$843K	Buy	15,171 +739	+5%	+$40.5K	0.5%	24
2025 Q2	$786K	Buy	+14,432	New	+$772K	0.49%	24
2025 Q1	–	Sell	-5,803	Closed	-$307K	–	46
2024 Q4	$307K	Buy	5,803 +1,799	+45%	+$97.3K	0.21%	40
2024 Q3	$221K	Buy	+4,004	New	+$217K	0.15%	43

Other funds holding DFGP

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

MWP

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Shearwater Capital's DFGP Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 7.8% in Q3 2026, buying an estimated $79K and bringing the position to 20,457 shares worth $1.06M. The position accounts for 0.5% of the portfolio, ranked #28.

Shearwater Capital first reported a position in DFGP in Q3 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

Shearwater Capital held 20,457 shares of Dimensional Global Core Plus Fixed Income ETF worth $1.06M as of Q3 2026.
Shearwater Capital bought 1,481 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $79K.
Dimensional Global Core Plus Fixed Income ETF made up 0.5% of Shearwater Capital's portfolio in Q3 2026, its #28 holding.
Shearwater Capital first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

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