Shearwater Capital LLC
72 holdingsFiling period: 2026-03-31Current AUM: $212.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.70M | $66.2M | $75.8M | 35.67% | +11.6K | 2026-03-31 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 903.6K | $30.7M | $33.0M | 15.52% | +49.1K | 2026-03-31 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 342.5K | $18.1M | $19.6M | 9.23% | -405 | 2026-03-31 |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 133.1K | $6.4M | $7.4M | 3.48% | -1,290 | 2026-03-31 |
| 5 | DOCU | DOCUSIGN INC | 113.4K | $5.4M | $6.2M | 2.93% | -1,000 | 2026-03-31 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 82.1K | $5.1M | $5.8M | 2.73% | -334 | 2026-03-31 |
| 7 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 10.5K | $5.0M | $5.0M | 2.36% | +9.5K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 14.6K | $3.0M | $4.0M | 1.86% | +172 | 2026-03-31 |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 74.5K | $2.9M | $3.1M | 1.47% | -245 | 2026-03-31 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 40.9K | $2.9M | $3.3M | 1.57% | +21 | 2026-03-31 |
| 11 | DFEM | DIMENSIONAL ETF TRUST | 83.6K | $2.9M | $3.2M | 1.48% | +8.4K | 2026-03-31 |
| 12 | IVV | ISHARES TR | 3.7K | $2.4M | $2.8M | 1.30% | +1.9K | 2026-03-31 |
| 13 | DFNM | DIMENSIONAL ETF TRUST | 44.1K | $2.1M | $2.1M | 0.99% | -584 | 2026-03-31 |
| 14 | SCHX | SCHWAB STRATEGIC TR | 77.3K | $2.0M | $2.3M | 1.07% | -- | 2026-03-31 |
| 15 | GLD | SPDR GOLD TR | 4.3K | $1.8M | $1.6M | 0.75% | -- | 2026-03-31 |
| 16 | DFIP | DIMENSIONAL ETF TRUST | 42.5K | $1.8M | $1.7M | 0.81% | +470 | 2026-03-31 |
| 17 | TSLA | TESLA INC | 4.5K | $1.7M | $1.4M | 0.66% | +10 | 2026-03-31 |
| 18 | DFAS | DIMENSIONAL ETF TRUST | 23.5K | $1.7M | $1.9M | 0.89% | -- | 2026-03-31 |
| 19 | DFCF | DIMENSIONAL ETF TRUST | 34.1K | $1.4M | $1.4M | 0.67% | -187 | 2026-03-31 |
| 20 | STLD | STEEL DYNAMICS INC | 7.3K | $1.3M | $1.8M | 0.86% | -- | 2026-03-31 |
| 21 | SCHD | SCHWAB STRATEGIC TR | 39.9K | $1.2M | $1.3M | 0.63% | -- | 2026-03-31 |
| 22 | DISV | DIMENSIONAL ETF TRUST | 31.0K | $1.2M | $1.3M | 0.62% | +3.9K | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 7.0K | $1.2M | $1.4M | 0.66% | +485 | 2026-03-31 |
| 24 | SCHA | SCHWAB STRATEGIC TR | 39.7K | $1.2M | $1.3M | 0.63% | -- | 2026-03-31 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | 34.0K | $1.1M | $1.3M | 0.60% | +5 | 2026-03-31 |
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