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 $209.4M across 65 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($76.0M, 36.29%), DFAX ($33.9M, 16.20%), DFIV ($18.5M, 8.83%), DFUV ($6.8M, 3.24%), DFAT ($5.7M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $76.0M | 36.29% | 1.7M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $33.9M | 16.20% | 920,770 | Added |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $18.5M | 8.83% | 342,478 | Hold |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $6.8M | 3.24% | 123,241 | Trimmed |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $5.7M | 2.74% | 82,111 | Hold |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.2M | 2.50% | 10,467 | Hold |
| 7 | DOCU | DOCUSIGN INC | $5.0M | 2.41% | 113,428 | Hold |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $3.8M | 1.83% | 94,261 | Added |
| 9 | AMZN | AMAZON COM INC | $3.4M | 1.64% | 14,379 | Trimmed |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $3.1M | 1.47% | 74,469 | Added |
| 11 | DFUS | DIMENSIONAL ETF TRUST | $2.8M | 1.35% | 34,543 | Trimmed |
| 12 | IVV | ISHARES TR | $2.7M | 1.27% | 3,564 | Trimmed |
| 13 | SCHX | SCHWAB STRATEGIC TR | $2.3M | 1.09% | 77,331 | Hold |
| 14 | DFNM | DIMENSIONAL ETF TRUST | $1.9M | 0.92% | 39,791 | Trimmed |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $1.9M | 0.92% | 23,472 | Hold |
| 16 | TSLA | TESLA INC | $1.9M | 0.91% | 4,521 | Trimmed |
| 17 | STLD | STEEL DYNAMICS INC | $1.7M | 0.80% | 7,291 | Hold |
| 18 | DISV | DIMENSIONAL ETF TRUST | $1.7M | 0.80% | 41,969 | Added |
| 19 | DFIP | DIMENSIONAL ETF TRUST | $1.6M | 0.78% | 39,646 | Trimmed |
| 20 | GLD | SPDR GOLD TR | $1.6M | 0.75% | 4,278 | Hold |
| 21 | DFCF | DIMENSIONAL ETF TRUST | $1.4M | 0.69% | 33,988 | Trimmed |
| 22 | SCHA | SCHWAB STRATEGIC TR | $1.4M | 0.68% | 39,703 | Hold |
| 23 | DFAE | DIMENSIONAL ETF TRUST | $1.4M | 0.65% | 33,970 | Added |
| 24 | SCHM | SCHWAB STRATEGIC TR | $1.3M | 0.64% | 36,275 | Hold |
| 25 | NVDA | NVIDIA CORPORATION | $1.3M | 0.62% | 6,471 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30