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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
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 		$1.03M 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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
YWM
Yardley Wealth Management Yardley, Pennsylvania $220M AUM 20.46% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
PWIA
Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

Shearwater Capital's DFIP Position: Q2 2026 in Review

Shearwater Capital reduced its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 6.8% in Q2 2026, selling an estimated $121K and leaving 39,646 shares worth $1.64M. The position accounts for 0.78% of the portfolio, ranked #19.

Shearwater Capital first reported a position in DFIP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q1 2026. 36 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Shearwater Capital held 39,646 shares of Dimensional Inflation-Protected Securities ETF worth $1.64M as of Q2 2026.
  • Shearwater Capital sold 2,893 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $121K.
  • Dimensional Inflation-Protected Securities ETF made up 0.78% of Shearwater Capital's portfolio in Q2 2026, its #19 holding.
  • Shearwater Capital first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's Dimensional Inflation-Protected Securities ETF position peaked at $1.77M in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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