Shearwater Capital
DFIS icon

Shearwater Capital’s Dimensional International Small Cap ETF DFIS Stock Holding History

Shearwater Capital’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$448K Buy
12,356
+117
+1% +$4.27K 0.21% 45
2026
Q2 		$429K Buy
+12,239
New +$438K 0.2% 45

Other funds holding DFIS

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Shearwater Capital's DFIS Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional International Small Cap ETF (DFIS) stake by 0.96% in Q3 2026, buying an estimated $4.27K and bringing the position to 12,356 shares worth $448K. The position accounts for 0.21% of the portfolio, ranked #45.

Shearwater Capital first reported a position in DFIS in Q2 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold DFIS as of Q3 2026.

  • Shearwater Capital held 12,356 shares of Dimensional International Small Cap ETF worth $448K as of Q3 2026.
  • Shearwater Capital bought 117 Dimensional International Small Cap ETF shares in Q3 2026, an estimated $4.27K.
  • Dimensional International Small Cap ETF made up 0.21% of Shearwater Capital's portfolio in Q3 2026, its #45 holding.
  • Shearwater Capital first reported a position in Dimensional International Small Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q3 2026.

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