Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History
Shearwater Capital LLC
- $168 Million
- Q4 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shearwater Capital LLC holds 21,221 shares of DFSV stock, worth $666,339. This represents 0.4% of its overall portfolio holdings.
Number of Shares
21,221
Previous 22,189
4.36%
Holding current value
$666,339
Previous $706,000
5.67%
% of portfolio
0.4%
Previous 0.42%
Shares
14 transactions
Others Institutions Holding DFSV
# of Institutions
502Shares Held
141MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.62MShares$208 Million2.18% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Ritholtz Wealth Management3.62MShares$114 Million2.17% of portfolio