Shearwater Capital LLC Dimensional ETF Tr U S Core Eq Transaction History
Shearwater Capital LLC
- $157 Million
- Q2 2025
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Shearwater Capital LLC holds 1,704,261 shares of DFAC stock, worth $63.9 Million. This represents 38.8% of its overall portfolio holdings.
Number of Shares
1,704,261
Previous 1,654,632
3.0%
Holding current value
$63.9 Million
Previous $54.3 Million
12.55%
% of portfolio
38.8%
Previous 38.29%
Shares
16 transactions
Others Institutions Holding DFAC
# of Institutions
1,131Shares Held
830MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.12 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio