Shearwater Capital LLC Purchases and Sells in Q2 2025

Shearwater Capital LLC

$157 Million
Q2 2025

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	49.6K + 3.0%	$29.12 - $35.84 $1.45M - $1.78M	1.7M $61.1M
DFAX	32.7K + 4.04%	$23.37 - $29.39 $765K - $962K	843K $24.8M
NVDA	1.05K + 19.39%	$94.31 - $157.99 $99K - $166K	6.47K $1.02M
DFSV	2.57K + 14.72%	$24.21 - $29.47 $62.2K - $75.7K	20K $589K
DISV	24 + 0.09%	$25.93 - $32.91 $622 - $790	26.2K $861K
GLD	50 + 1.17%	$273.71 - $316.29 $13.7K - $15.8K	4.34K $1.32M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	16.6K New	$29.36 - $35.56 $487K - $589K	16.6K $589K
AVGO	850 New	$146.29 - $275.65 $124K - $234K	850 $234K
DFEV	6.97K New	$23.66 - $29.99 $165K - $209K	6.97K $208K
DIHP	6.98K New	$24.32 - $29.74 $170K - $208K	6.98K $205K
NET	1.04K New	$97.08 - $195.83 $101K - $204K	1.04K $203K
DIMENSIONAL ETF TRUST	14.4K New	N/A	14.4K $0

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	-61 - 0.64%	$34.04 - $42.36 $2.08K - $2.58K	9.45K $400K
IVV	-17 - 1.19%	$498.8 - $620.9 $8.48K - $10.6K	1.42K $879K
DFAE	-594 - 1.71%	$22.87 - $28.95 $13.6K - $17.2K	34.2K $989K
DFAT	-497 - 0.6%	$44.8 - $53.97 $22.3K - $26.8K	83K $4.48M
DFEM	-832 - 1.05%	$23.4 - $29.68 $19.5K - $24.7K	78.1K $2.32M
DFAI	-318 - 0.38%	$28.02 - $34.71 $8.91K - $11K	82.3K $2.84M

Activity Summary All Purchases 17 New Holdings 6 Increased Positions 11 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

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