Shearwater Capital’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Shearwater Capital’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.72M	Sell	122,194 -1,047	-0.8%	-$58.9K	3.18%	5
2026 Q2	$6.78M	Sell	123,241 -9,821	-7%	-$516K	3.24%	4
2026 Q1	$6.45M	Sell	133,062 -1,290	-1%	-$63.3K	3.38%	4
2025 Q4	$6.26M	Sell	134,352 -6,892	-5%	-$313K	3.59%	5
2025 Q3	$6.31M	Sell	141,244 -3,369	-2%	-$147K	3.75%	5
2025 Q2	$6.11M	Hold	144,613	–	–	3.85%	5
2025 Q1	$5.96M	Sell	144,613 -42	-0%	-$1.76K	4.19%	5
2024 Q4	$5.92M	Sell	144,655 -962	-0.7%	-$40.8K	4.02%	5
2024 Q3	$6.07M	Sell	145,617 -519	-0.4%	-$21K	4.19%	5
2024 Q2	$5.74M	Sell	146,136 -3,988	-3%	-$158K	4.22%	5
2024 Q1	$6.14M	Hold	150,124	–	–	4.52%	5
2023 Q4	$5.59M	Hold	150,124	–	–	4.44%	5
2023 Q3	$5.11M	Sell	150,124 -35	-0%	-$1.23K	4.62%	4
2023 Q2	$5.18M	Sell	150,159 -1,039	-0.7%	-$34.7K	4.53%	5
2023 Q1	$5.06M	Hold	151,198	–	–	4.7%	5
2022 Q4	$5.06M	Hold	151,198	–	–	5.11%	5
2022 Q3	$4.48M	Buy	151,198 +18,823	+14%	+$612K	5.06%	5
2022 Q2	$4.18M	Buy	+132,375	New	+$4.41M	4.51%	5

Other funds holding DFUV

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

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

Shearwater Capital's DFUV Position: Q3 2026 in Review

Shearwater Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.85% in Q3 2026, selling an estimated $58.9K and leaving 122,194 shares worth $6.72M. The position accounts for 3.18% of the portfolio, ranked #5.

Shearwater Capital first reported a position in DFUV in Q2 2022 and has held it in 18 quarters since. The position peaked at $6.78M in Q2 2026. 547 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

Shearwater Capital held 122,194 shares of Dimensional US Marketwide Value ETF worth $6.72M as of Q3 2026.
Shearwater Capital sold 1,047 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $58.9K.
Dimensional US Marketwide Value ETF made up 3.18% of Shearwater Capital's portfolio in Q3 2026, its #5 holding.
Shearwater Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 18 quarters since.
Shearwater Capital's Dimensional US Marketwide Value ETF position peaked at $6.78M in Q2 2026.
547 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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