Shearwater Capital
DFIV icon

Shearwater Capital’s Dimensional International Value ETF DFIV Stock Holding History

Shearwater Capital’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19M Sell
341,011
-1,467
-0.4% -$83.8K 9.02% 3
2026
Q2 		$18.5M Hold
342,478
– – 8.83% 3
2026
Q1 		$18.1M Sell
342,478
-405
-0.1% -$21.5K 9.48% 3
2025
Q4 		$17.1M Sell
342,883
-1,287
-0.4% -$61.2K 9.82% 3
2025
Q3 		$15.9M Sell
344,170
-9,283
-3% -$415K 9.42% 3
2025
Q2 		$15.1M Sell
353,453
-2,502
-0.7% -$102K 9.52% 3
2025
Q1 		$14M Sell
355,955
-1,000
-0.3% -$38.2K 9.84% 3
2024
Q4 		$12.7M Buy
356,955
+1,951
+0.5% +$71.5K 8.59% 3
2024
Q3 		$13.5M Sell
355,004
-2,802
-0.8% -$104K 9.32% 3
2024
Q2 		$12.9M Sell
357,806
-453
-0.1% -$16.7K 9.45% 3
2024
Q1 		$13.2M Sell
358,259
-1,556
-0.4% -$53.9K 9.7% 3
2023
Q4 		$12.4M Sell
359,815
-1,508
-0.4% -$49.2K 9.82% 3
2023
Q3 		$11.8M Sell
361,323
-7,187
-2% -$239K 10.65% 3
2023
Q2 		$12.1M Sell
368,510
-5,576
-1% -$183K 10.58% 3
2023
Q1 		$12.1M Sell
374,086
-5,512
-1% -$178K 11.2% 3
2022
Q4 		$11.6M Sell
379,598
-7,179
-2% -$208K 11.69% 3
2022
Q3 		$10M Buy
386,777
+32
+0% +$914 11.25% 3
2022
Q2 		$11.2M Buy
386,745
+276
+0.1% +$8.8K 12.04% 3
2022
Q1 		$12.9M Sell
386,469
-324
-0.1% -$10.9K 11.92% 3
2021
Q4 		$12.7M Buy
+386,793
New +$12.8M 10.94% 4

Other funds holding DFIV

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Wealth Management Nebraska
Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Shearwater Capital's DFIV Position: Q3 2026 in Review

Shearwater Capital reduced its Dimensional International Value ETF (DFIV) stake by 0.43% in Q3 2026, selling an estimated $83.8K and leaving 341,011 shares worth $19M. The position accounts for 9.02% of the portfolio, ranked #3.

Shearwater Capital first reported a position in DFIV in Q4 2021 and has held it in 20 quarters since. 416 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Shearwater Capital held 341,011 shares of Dimensional International Value ETF worth $19M as of Q3 2026.
  • Shearwater Capital sold 1,467 Dimensional International Value ETF shares in Q3 2026, an estimated $83.8K.
  • Dimensional International Value ETF made up 9.02% of Shearwater Capital's portfolio in Q3 2026, its #3 holding.
  • Shearwater Capital first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 20 quarters since.
  • 416 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

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