Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History

Shearwater Capital LLC

  • $167 Million
  • Q3 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 22,189 shares of DFSV stock, worth $696,734. This represents 0.42% of its overall portfolio holdings.

Number of Shares
22,189
Previous 20,016 10.86%
Holding current value
$696,734
Previous $589,000 19.86%
% of portfolio
0.42%
Previous 0.37%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$29.2 - $32.74 $63,451 - $71,144
2,173 Added 10.86%
22,189 $706,000
Q2 2025

Jul 14, 2025
BUY
$24.21 - $29.47 $62,195 - $75,708
2,569 Added 14.72%
20,016 $589,000
Q1 2025

Apr 08, 2025
SELL
$27.56 - $32.1 $30,481 - $35,502
-1,106 Reduced 5.96%
17,447 $490,000
Q1 2025

Apr 08, 2025
BUY
$27.56 - $32.1 $56,525 - $65,837
2,051 Added 12.43%
18,553 $521,000
Q4 2024

Jan 08, 2025
SELL
$30.18 - $33.87 $19,918 - $22,354
-660 Reduced 3.85%
16,502 $507,000
Q3 2024

Oct 08, 2024
BUY
$28.25 - $31.7 $26,470 - $29,702
937 Added 5.78%
17,162 $528,000
Q2 2024

Jul 10, 2024
SELL
$27.81 - $30.13 $806 - $873
-29 Reduced 0.18%
16,225 $466,000
Q1 2024

Apr 04, 2024
BUY
$27.45 - $30.1 $11,968 - $13,123
436 Added 2.76%
16,254 $489,000
Q4 2023

Jan 16, 2024
BUY
$23.61 - $29.53 $25,971 - $32,483
1,100 Added 7.47%
15,818 $460,000
Q3 2023

Oct 17, 2023
SELL
$24.97 - $27.69 $4,319 - $4,790
-173 Reduced 1.16%
14,718 $372,000
Q2 2023

Jul 05, 2023
BUY
$23.17 - $25.7 $89,389 - $99,150
3,858 Added 34.97%
14,891 $382,000
Q1 2023

Apr 03, 2023
BUY
$23.74 - $28.31 $57,616 - $68,708
2,427 Added 28.2%
11,033 $275,000
Q4 2022

Jan 20, 2023
BUY
$22.47 - $26.46 $193,376 - $227,714
8,606 New
8,606 $0

Others Institutions Holding DFSV

# of Institutions
496
Shares Held
140M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
Track This Portfolio

Track Shearwater Capital LLC Portfolio

Follow Shearwater Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shearwater Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shearwater Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email