Shearwater Capital
DFIP icon

Shearwater Capital’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Shearwater Capital’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.57M Buy
40,188
+542
+1% +$21.9K 0.74% 20
2026
Q2 		$1.64M Sell
39,646
-2,893
-7% -$121K 0.78% 19
2026
Q1 		$1.77M Buy
42,539
+470
+1% +$19.7K 0.93% 16
2025
Q4 		$1.75M Buy
42,069
+1,589
+4% +$66.9K 1% 13
2025
Q3 		$1.71M Buy
40,480
+707
+2% +$29.8K 1.01% 13
2025
Q2 		$1.66M Buy
39,773
+399
+1% +$16.6K 1.05% 12
2025
Q1 		$1.66M Buy
39,374
+636
+2% +$26.2K 1.16% 12
2024
Q4 		$1.57M Buy
38,738
+560
+1% +$23.1K 1.06% 14
2024
Q3 		$1.61M Buy
38,178
+1,704
+5% +$71K 1.11% 13
2024
Q2 		$1.49M Buy
36,474
+1,170
+3% +$47.7K 1.09% 13
2024
Q1 		$1.46M Buy
35,304
+2,480
+8% +$102K 1.07% 14
2023
Q4 		$1.35M Buy
32,824
+6,838
+26% +$274K 1.08% 14
2023
Q3 		$1.03M Sell
25,986
-109
-0.4% -$4.44K 0.93% 16
2023
Q2 		$1.08M Buy
26,095
+585
+2% +$24.7K 0.94% 16
2023
Q1 		$1.09M Buy
25,510
+153
+0.6% +$6.4K 1.01% 14
2022
Q4 		$1.05M Buy
25,357
+1,460
+6% +$60.3K 1.06% 12
2022
Q3 		$972K Buy
23,897
+752
+3% +$33.3K 1.1% 12
2022
Q2 		$1.02M Buy
23,145
+1,475
+7% +$67.4K 1.1% 13
2022
Q1 		$1.04M Buy
21,670
+12,639
+140% +$611K 0.95% 13
2021
Q4 		$448K Buy
+9,031
New +$447K 0.39% 20

Other funds holding DFIP

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Physician Wealth Solutions
Physician Wealth Solutions North Las Vegas, Nevada $254M AUM 10.29% 1-Year Est. Return
Level Financial Advisors
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
Yardley Wealth Management
Yardley Wealth Management Yardley, Pennsylvania $229M AUM 12.49% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Shearwater Capital's DFIP Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 1.4% in Q3 2026, buying an estimated $21.9K and bringing the position to 40,188 shares worth $1.57M. The position accounts for 0.74% of the portfolio, ranked #20.

Shearwater Capital first reported a position in DFIP in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q1 2026. 74 funds tracked by Wall St. Rank hold DFIP as of Q3 2026.

  • Shearwater Capital held 40,188 shares of Dimensional Inflation-Protected Securities ETF worth $1.57M as of Q3 2026.
  • Shearwater Capital bought 542 Dimensional Inflation-Protected Securities ETF shares in Q3 2026, an estimated $21.9K.
  • Dimensional Inflation-Protected Securities ETF made up 0.74% of Shearwater Capital's portfolio in Q3 2026, its #20 holding.
  • Shearwater Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 20 quarters since.
  • Shearwater Capital's Dimensional Inflation-Protected Securities ETF position peaked at $1.77M in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q3 2026.

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