Shearwater Capital’s Dimensional US Equity ETF DFUS Stock Holding History

Shearwater Capital’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.87M	Buy	34,549 +6	+0%	+$498	1.36%	11
2026 Q2	$2.83M	Sell	34,543 -6,344	-16%	-$502K	1.35%	11
2026 Q1	$2.9M	Buy	40,887 +21	+0.1%	+$1.56K	1.52%	10
2025 Q4	$3.03M	Buy	40,866 +18	+0%	+$1.32K	1.74%	8
2025 Q3	$2.96M	Buy	40,848 +5,124	+14%	+$357K	1.76%	9
2025 Q2	$2.39M	Hold	35,724	–	–	1.51%	9
2025 Q1	$2.16M	Buy	35,724 +3,760	+12%	+$240K	1.52%	9
2024 Q4	$2.04M	Buy	31,964 +792	+3%	+$50.8K	1.38%	11
2024 Q3	$1.94M	Buy	31,172 +3,325	+12%	+$199K	1.34%	10
2024 Q2	$1.64M	Buy	27,847 +123	+0.4%	+$6.99K	1.2%	11
2024 Q1	$1.58M	Sell	27,724 -599	-2%	-$32.4K	1.16%	11
2023 Q4	$1.47M	Sell	28,323 -325	-1%	-$15.7K	1.17%	13
2023 Q3	$1.33M	Hold	28,648	–	–	1.21%	12
2023 Q2	$1.38M	Sell	28,648 -76	-0.3%	-$3.46K	1.21%	13
2023 Q1	$1.28M	Hold	28,724	–	–	1.19%	12
2022 Q4	$1.2M	Hold	28,724	–	–	1.21%	10
2022 Q3	$1.12M	Hold	28,724	–	–	1.26%	11
2022 Q2	$1.17M	Hold	28,724	–	–	1.26%	10
2022 Q1	$1.41M	Hold	28,724	–	–	1.3%	10
2021 Q4	$1.48M	Buy	+28,724	New	+$1.44M	1.28%	10

Other funds holding DFUS

MASECO Private Wealth London $3.65B AUM 9.71% 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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

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

G2 Capital Management Columbus, Ohio $441M AUM 11.72% 1-Year Est. Return

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

Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Colony Family Offices Charlotte, North Carolina $438M AUM 13.68% 1-Year Est. Return

Shearwater Capital's DFUS Position: Q3 2026 in Review

Shearwater Capital increased its Dimensional US Equity ETF (DFUS) stake by 0.02% in Q3 2026, buying an estimated $498 and bringing the position to 34,549 shares worth $2.87M. The position accounts for 1.36% of the portfolio, ranked #11.

Shearwater Capital first reported a position in DFUS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.03M in Q4 2025. 415 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

Shearwater Capital held 34,549 shares of Dimensional US Equity ETF worth $2.87M as of Q3 2026.
Shearwater Capital bought 6 Dimensional US Equity ETF shares in Q3 2026, an estimated $498.
Dimensional US Equity ETF made up 1.36% of Shearwater Capital's portfolio in Q3 2026, its #11 holding.
Shearwater Capital first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 20 quarters since.
Shearwater Capital's Dimensional US Equity ETF position peaked at $3.03M in Q4 2025.
415 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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