Shearwater Capital LLC Dimensional ETF Tr Transaction History
Shearwater Capital LLC
- $157 Million
- Q2 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shearwater Capital LLC holds 9,445 shares of DFAU stock, worth $418,130. This represents 0.25% of its overall portfolio holdings.
Number of Shares
9,445
Previous 9,506
0.64%
Holding current value
$418,130
Previous $363,000
10.19%
% of portfolio
0.25%
Previous 0.26%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$169 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio