Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shearwater Capital LLC (CIK 1905665) reported $190.7M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($66.2M, 34.72%), DFAX ($30.7M, 16.10%), DFIV ($18.1M, 9.48%), DFUV ($6.4M, 3.38%), DOCU ($5.4M, 2.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $66.2M | 34.72% | 1.7M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $30.7M | 16.10% | 903,646 | Added |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $18.1M | 9.48% | 342,478 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $6.4M | 3.38% | 133,062 | Trimmed |
| 5 | DOCU | DOCUSIGN INC | $5.4M | 2.82% | 113,428 | Trimmed |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $5.1M | 2.69% | 82,111 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.0M | 2.63% | 10,467 | Added |
| 8 | AMZN | AMAZON COM INC | $3.0M | 1.59% | 14,551 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $2.9M | 1.52% | 74,463 | Trimmed |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $2.9M | 1.52% | 40,887 | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $2.9M | 1.51% | 83,580 | Added |
| 12 | IVV | ISHARES TR | $2.4M | 1.26% | 3,680 | Added |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $2.1M | 1.11% | 44,116 | Trimmed |
| 14 | SCHX | SCHWAB STRATEGIC TR | $2.0M | 1.04% | 77,331 | New |
| 15 | GLD | SPDR GOLD TR | $1.8M | 0.97% | 4,278 | Hold |
| 16 | DFIP | DIMENSIONAL ETF TRUST | $1.8M | 0.93% | 42,539 | Added |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $1.7M | 0.88% | 23,472 | Hold |
| 18 | TSLA | TESLA INC | $1.7M | 0.88% | 4,531 | Added |
| 19 | DFCF | DIMENSIONAL ETF TRUST | $1.4M | 0.76% | 34,134 | Trimmed |
| 20 | STLD | STEEL DYNAMICS INC | $1.3M | 0.69% | 7,291 | Hold |
| 21 | SCHD | SCHWAB STRATEGIC TR | $1.2M | 0.64% | 39,910 | New |
| 22 | DISV | DIMENSIONAL ETF TRUST | $1.2M | 0.64% | 30,966 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.2M | 0.64% | 6,950 | Added |
| 24 | SCHA | SCHWAB STRATEGIC TR | $1.2M | 0.61% | 39,703 | New |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $1.1M | 0.60% | 33,961 | Added |
Source: SEC Form 13F filings · as of 2026-03-31