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 16,574 shares of DUHP stock, worth $624,176. This represents 0.37% of its overall portfolio holdings.
Number of Shares
16,574
Previous 16,574
-0.0%
Holding current value
$624,176
Previous $589,000
6.11%
% of portfolio
0.37%
Previous 0.37%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
-
Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio