Shearwater Capital LLC Dimensional ETF Tr Transaction History
Shearwater Capital LLC
- $167 Million
- Q3 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shearwater Capital LLC holds 6,225 shares of DFAU stock, worth $286,038. This represents 0.17% of its overall portfolio holdings.
Number of Shares
6,225
Previous 9,445
34.09%
Holding current value
$286,038
Previous $400,000
29.0%
% of portfolio
0.17%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio