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Disclosed positions
Shearwater Capital LLC: source evidence dated 2026-07-09T03:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFAC
- Class
- US CORE EQUITY 2
- Reported value
- $76,004,491
- Reported amount
- 1,713,356
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001905665-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | $76,004,491 | 1,713,356 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $33,921,149 | 920,770 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $18,500,650 | 342,478 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $6,779,491 | 123,241 | SH | None |
| DIMENSIONAL ETF TRUST | DFAT | US TARGETED VLU | $5,739,528 | 82,111 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,237,582 | 10,467 | SH | None |
| DOCUSIGN INC | DOCU | COM | $5,038,472 | 113,428 | SH | None |
| DIMENSIONAL ETF TRUST | DFEM | EMERGING MKTS CO | $3,830,773 | 94,261 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,427,091 | 14,379 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $3,071,867 | 74,469 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUITY ETF | $2,830,453 | 34,543 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,668,942 | 3,564 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $2,275,849 | 77,331 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $1,932,643 | 23,472 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATIONAL MUNICIP | $1,923,274 | 39,791 | SH | None |
| TESLA INC | TSLA | COM | $1,901,533 | 4,521 | SH | None |
| DIMENSIONAL ETF TRUST | DISV | INTL SMALL CAP V | $1,684,222 | 41,969 | SH | None |
| STEEL DYNAMICS INC | STLD | COM | $1,672,938 | 7,291 | SH | None |
| DIMENSIONAL ETF TRUST | DFIP | INFLATION PROTE | $1,635,603 | 39,646 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $1,575,930 | 4,278 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXED INCOM | $1,434,642 | 33,988 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $1,434,478 | 39,703 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $1,365,944 | 33,970 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,337,446 | 36,275 | SH | None |
| DIMENSIONAL ETF TRUST | DFSV | US SMALL CAP VAL | $1,299,576 | 33,503 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,294,790 | 6,471 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $1,265,561 | 39,910 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,073,107 | 3,037 | SH | None |
| DIMENSIONAL ETF TRUST | DFGP | GLOBAL CORE PLUS | $1,033,446 | 18,976 | SH | None |
| SCHWAB STRATEGIC TR | SCHZ | US AGGREGATE B | $966,570 | 41,789 | SH | None |
| DIMENSIONAL ETF TRUST | DFGR | GLOBAL REAL EST | $806,662 | 27,845 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $789,138 | 1,149 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $748,850 | 1 | SH | None |
| APPLE INC | AAPL | COM | $713,272 | 2,465 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROFITAB | $691,633 | 16,574 | SH | None |
| C3 AI INC | AI | CL A | $643,808 | 70,826 | SH | None |
| HUMANA INC | HUM | COM | $630,556 | 1,587 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $574,414 | 1,552 | SH | None |
| AFFIRM HLDGS INC | AFRM | COM CL A | $570,850 | 7,000 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $564,180 | 21,290 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $526,740 | 3,830 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $454,661 | 1,389 | SH | None |
| DEERE & CO | DE | COM | $438,750 | 692 | SH | None |
| MOODYS CORP | MCO | COM | $436,704 | 964 | SH | None |
| DIMENSIONAL ETF TRUST | DFIS | INTL SMALL CAP E | $428,732 | 12,239 | SH | None |
| ORACLE CORP | ORCL | COM | $422,786 | 2,885 | SH | None |
| ADOBE INC | ADBE | COM | $413,320 | 2,016 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $408,390 | 1,102 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $381,455 | 518 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $369,174 | 13,328 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.