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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
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 		$9.96M 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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shearwater Capital's DFIV Position: Q2 2026 in Review

Shearwater Capital held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 342,478 shares worth $18.5M. The position accounts for 8.83% of the portfolio, ranked #3.

Shearwater Capital first reported a position in DFIV in Q4 2021 and has held it in 19 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Shearwater Capital held 342,478 shares of Dimensional International Value ETF worth $18.5M as of Q2 2026.
  • Shearwater Capital left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 8.83% of Shearwater Capital's portfolio in Q2 2026, its #3 holding.
  • Shearwater Capital first reported a position in Dimensional International Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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