SC
DFUS

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
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 		$1.11M 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 		$1.49M Buy
+28,724
New +$1.44M 1.28% 10

Other funds holding DFUS

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Shearwater Capital's DFUS Position: Q2 2026 in Review

Shearwater Capital reduced its Dimensional US Equity ETF (DFUS) stake by 16% in Q2 2026, selling an estimated $502K and leaving 34,543 shares worth $2.83M. The position accounts for 1.35% of the portfolio, ranked #11.

Shearwater Capital first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.03M in Q4 2025. 450 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Shearwater Capital held 34,543 shares of Dimensional US Equity ETF worth $2.83M as of Q2 2026.
  • Shearwater Capital sold 6,344 Dimensional US Equity ETF shares in Q2 2026, an estimated $502K.
  • Dimensional US Equity ETF made up 1.35% of Shearwater Capital's portfolio in Q2 2026, its #11 holding.
  • Shearwater Capital first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's Dimensional US Equity ETF position peaked at $3.03M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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