Shearwater Capital LLC Dimensional ETF Tr Dimensional Transaction History

Shearwater Capital LLC

  • $157 Million
  • Q2 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 20,016 shares of DFSV stock, worth $628,702. This represents 0.37% of its overall portfolio holdings.

Number of Shares
20,016
Previous 17,447 14.72%
Holding current value
$628,702
Previous $490,000 20.2%
% of portfolio
0.37%
Previous 0.35%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
BUY
$24.21 - $29.47 $62,195 - $75,708
2,569 Added 14.72%
20,016 $589,000
Q1 2025

Apr 08, 2025
SELL
$27.56 - $32.1 $30,481 - $35,502
-1,106 Reduced 5.96%
17,447 $490,000
Q1 2025

Apr 08, 2025
BUY
$27.56 - $32.1 $56,525 - $65,837
2,051 Added 12.43%
18,553 $521,000
Q4 2024

Jan 08, 2025
SELL
$30.18 - $33.87 $19,918 - $22,354
-660 Reduced 3.85%
16,502 $507,000
Q3 2024

Oct 08, 2024
BUY
$28.25 - $31.7 $26,470 - $29,702
937 Added 5.78%
17,162 $528,000
Q2 2024

Jul 10, 2024
SELL
$27.81 - $30.13 $806 - $873
-29 Reduced 0.18%
16,225 $466,000
Q1 2024

Apr 04, 2024
BUY
$27.45 - $30.1 $11,968 - $13,123
436 Added 2.76%
16,254 $489,000
Q4 2023

Jan 16, 2024
BUY
$23.61 - $29.53 $25,971 - $32,483
1,100 Added 7.47%
15,818 $460,000
Q3 2023

Oct 17, 2023
SELL
$24.97 - $27.69 $4,319 - $4,790
-173 Reduced 1.16%
14,718 $372,000
Q2 2023

Jul 05, 2023
BUY
$23.17 - $25.7 $89,389 - $99,150
3,858 Added 34.97%
14,891 $382,000
Q1 2023

Apr 03, 2023
BUY
$23.74 - $28.31 $57,616 - $68,708
2,427 Added 28.2%
11,033 $275,000
Q4 2022

Jan 20, 2023
BUY
$22.47 - $26.46 $193,376 - $227,714
8,606 New
8,606 $0

Others Institutions Holding DFSV

# of Institutions
477
Shares Held
129M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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