SC
DFSV

Shearwater Capital’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

Shearwater Capital’s Portfolio DFSV Stock Details DFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
33,503
+3,042
+10% +$114K 0.62% 25
2026
Q1 		$1.07M Buy
30,461
+9,240
+44% +$327K 0.56% 27
2025
Q4 		$698K Sell
21,221
-968
-4% -$31.1K 0.4% 26
2025
Q3 		$706K Buy
22,189
+2,173
+11% +$67.9K 0.42% 27
2025
Q2 		$589K Buy
20,016
+2,569
+15% +$71.1K 0.37% 27
2025
Q1 		$491K Buy
17,447
+945
+6% +$28.6K 0.35% 27
2024
Q4 		$508K Sell
16,502
-660
-4% -$20.9K 0.34% 28
2024
Q3 		$529K Buy
17,162
+937
+6% +$28.1K 0.36% 27
2024
Q2 		$467K Sell
16,225
-29
-0.2% -$842 0.34% 29
2024
Q1 		$489K Buy
16,254
+436
+3% +$12.4K 0.36% 27
2023
Q4 		$461K Buy
15,818
+1,100
+7% +$28.5K 0.37% 27
2023
Q3 		$373K Sell
14,718
-173
-1% -$4.56K 0.34% 29
2023
Q2 		$383K Buy
14,891
+3,858
+35% +$94.4K 0.33% 28
2023
Q1 		$275K Buy
11,033
+2,427
+28% +$63.6K 0.26% 34
2022
Q4 		$213K Buy
+8,606
New +$213K 0.22% 37

Other funds holding DFSV

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Shearwater Capital's DFSV Position: Q2 2026 in Review

Shearwater Capital increased its Dimensional US Small Cap Value ETF (DFSV) stake by 10% in Q2 2026, buying an estimated $114K and bringing the position to 33,503 shares worth $1.3M. The position accounts for 0.62% of the portfolio, ranked #25.

Shearwater Capital first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 304 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

  • Shearwater Capital held 33,503 shares of Dimensional US Small Cap Value ETF worth $1.3M as of Q2 2026.
  • Shearwater Capital bought 3,042 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $114K.
  • Dimensional US Small Cap Value ETF made up 0.62% of Shearwater Capital's portfolio in Q2 2026, its #25 holding.
  • Shearwater Capital first reported a position in Dimensional US Small Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 304 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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