Shearwater Capital LLC Dimensional ETF Tr U S Target Transaction History
Shearwater Capital LLC
- $168 Million
- Q4 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Shearwater Capital LLC holds 82,445 shares of DFAT stock, worth $4.69 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
82,445
Previous 82,740
0.36%
Holding current value
$4.69 Million
Previous $4.82 Million
2.53%
% of portfolio
2.79%
Previous 2.89%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
808Shares Held
170MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio