Shearwater Capital LLC Dimensional ETF Tr Inflation P Transaction History
Shearwater Capital LLC
- $168 Million
- Q4 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Shearwater Capital LLC holds 42,069 shares of DFIP stock, worth $1.77 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
42,069
Previous 40,480
3.93%
Holding current value
$1.77 Million
Previous $1.71 Million
3.63%
% of portfolio
1.05%
Previous 1.02%
Shares
18 transactions
Others Institutions Holding DFIP
# of Institutions
160Shares Held
18MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.74MShares$157 Million5.08% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.1MShares$46.2 Million11.51% of portfolio
-
Hemington Wealth Management913KShares$38.4 Million5.01% of portfolio
-
Planning Center, Inc.898KShares$37.8 Million5.58% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO800KShares$33.7 Million4.12% of portfolio