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 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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Shearwater Capital's DFUV Position: Q2 2026 in Review

Shearwater Capital reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 7.4% in Q2 2026, selling an estimated $516K and leaving 123,241 shares worth $6.78M. The position accounts for 3.24% of the portfolio, ranked #4.

Shearwater Capital first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 403 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Shearwater Capital held 123,241 shares of Dimensional US Marketwide Value ETF worth $6.78M as of Q2 2026.
Shearwater Capital sold 9,821 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $516K.
Dimensional US Marketwide Value ETF made up 3.24% of Shearwater Capital's portfolio in Q2 2026, its #4 holding.
Shearwater Capital first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
403 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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