Shearwater Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Shearwater Capital’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$330K	Buy	7,095 +5	+0.1%	+$236	0.16%	55
2026 Q2	$339K	Sell	7,090 -1,405	-17%	-$67.3K	0.16%	55
2026 Q1	$407K	Buy	8,495 +1	+0%	+$48	0.21%	43
2025 Q4	$407K	Buy	8,494 +4	+0%	+$193	0.23%	38
2025 Q3	$409K	Sell	8,490 -80	-0.9%	-$3.85K	0.24%	38
2025 Q2	$411K	Hold	8,570	–	–	0.26%	36
2025 Q1	$407K	Hold	8,570	–	–	0.29%	31
2024 Q4	$402K	Hold	8,570	–	–	0.27%	34
2024 Q3	$409K	Hold	8,570	–	–	0.28%	33
2024 Q2	$403K	Hold	8,570	–	–	0.3%	31
2024 Q1	$403K	Hold	8,570	–	–	0.3%	30
2023 Q4	$403K	Hold	8,570	–	–	0.32%	29
2023 Q3	$397K	Sell	8,570 -2,856	-25%	-$133K	0.36%	28
2023 Q2	$530K	Hold	11,426	–	–	0.46%	25
2023 Q1	$533K	Hold	11,426	–	–	0.5%	25
2022 Q4	$527K	Hold	11,426	–	–	0.53%	25
2022 Q3	$526K	Sell	11,426 -65	-0.6%	-$3.04K	0.59%	22
2022 Q2	$539K	Sell	11,491 -236	-2%	-$11.1K	0.58%	21
2022 Q1	$562K	Sell	11,727 -833	-7%	-$40.7K	0.52%	21
2021 Q4	$628K	Buy	+12,560	New	+$628K	0.54%	19

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Shearwater Capital's DFSD Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.07% in Q3 2026, buying an estimated $236 and bringing the position to 7,095 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #55.

Shearwater Capital first reported a position in DFSD in Q4 2021 and has held it in 20 quarters since. The position peaked at $628K in Q4 2021. 314 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Shearwater Capital held 7,095 shares of Dimensional Short-Duration Fixed Income ETF worth $330K as of Q3 2026.
Shearwater Capital bought 5 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $236.
Dimensional Short-Duration Fixed Income ETF made up 0.16% of Shearwater Capital's portfolio in Q3 2026, its #55 holding.
Shearwater Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 20 quarters since.
Shearwater Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $628K in Q4 2021.
314 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

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