The Analysis of Shearwater Capital LLC's Holdings
Currently, Shearwater Capital LLC holds 53 types of securities in its portfolio with a total value $174.2M. In the most recent quarter, they have increased their positions in IVV (+384 shares, valued at $263.0K), N/A (+473 shares, valued at $237.8K), N/A (+344 shares, valued at $215.7K); decreased their positions in DFUV (-6.9K shares, valued at $321.1K), DFAI (-7.0K shares, valued at $265.5K), AAPL (-406 shares, valued at $110.4K); initiated new positions in N/A (+344 shares, valued at $215.7K), XOM (+1.7K shares, valued at $208.3K), EFV (+2.9K shares, valued at $206.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.7M shares-0.12%2025-12-312026-01-13
DFAX DIMENSIONAL ETF TRUST854.5K shares0.60%2025-12-312026-01-13 DFIV DIMENSIONAL ETF TRUST342.9K shares-0.37%2025-12-312026-01-13 DOCU DOCUSIGN INC114.4K shares0.00%2025-12-312026-01-13 DFUV DIMENSIONAL ETF TRUST134.4K shares-4.88%2025-12-312026-01-13 DFAT DIMENSIONAL ETF TRUST82.4K shares-0.36%2025-12-312026-01-13 AMZN AMAZON COM INC14.4K shares0.42%2025-12-312026-01-13 DFUS DIMENSIONAL ETF TRUST40.9K shares0.04%2025-12-312026-01-13 DFAI DIMENSIONAL ETF TRUST74.7K shares-8.53%2025-12-312026-01-13 DFEM DIMENSIONAL ETF TRUST75.2K shares-3.66%2025-12-312026-01-13 DFNM DIMENSIONAL ETF TRUST44.7K shares5.79%2025-12-312026-01-13 TSLA TESLA INC4.5K shares0.00%2025-12-312026-01-13 DFIP DIMENSIONAL ETF TRUST42.1K shares3.93%2025-12-312026-01-13 GLD SPDR GOLD TR4.3K shares-0.72%2025-12-312026-01-13 DFAS DIMENSIONAL ETF TRUST23.5K shares0.01%2025-12-312026-01-13 DFCF DIMENSIONAL ETF TRUST34.3K shares-0.28%2025-12-312026-01-13 STLD STEEL DYNAMICS INC7.3K shares0.00%2025-12-312026-01-13 IVV ISHARES TR1.8K shares27.12%2025-12-312026-01-13 NVDA NVIDIA CORPORATION6.5K shares0.00%2025-12-312026-01-13 DFAE DIMENSIONAL ETF TRUST34.0K shares-0.74%2025-12-312026-01-13 DISV DIMENSIONAL ETF TRUST27.1K shares3.15%2025-12-312026-01-13 SCHZ SCHWAB STRATEGIC TR41.8K shares0.00%2025-12-312026-01-13 ALPHABET INC ALPHABET INC3.0K shares0.00%2025-12-312026-01-13 AI C3 AI INC67.3K shares0.00%2025-12-312026-01-13 DFGP DIMENSIONAL ETF TRUST16.4K shares8.00%2025-12-312026-01-13 DFSV DIMENSIONAL ETF TRUST21.2K shares-4.36%2025-12-312026-01-13 ADBE ADOBE INC1.9K shares0.00%2025-12-312026-01-13 DUHP DIMENSIONAL ETF TRUST16.6K shares0.00%2025-12-312026-01-13 DFGR DIMENSIONAL ETF TRUST23.5K shares9.20%2025-12-312026-01-13 SCHP SCHWAB STRATEGIC TR21.3K shares0.00%2025-12-312026-01-13 AAPL APPLE INC2.1K shares-16.47%2025-12-312026-01-13 AFRM AFFIRM HLDGS INC7.0K shares0.00%2025-12-312026-01-13 ORCL ORACLE CORP2.6K shares0.00%2025-12-312026-01-13 MCO MOODYS CORP964 shares0.00%2025-12-312026-01-13 IVW ISHARES TR3.8K shares0.00%2025-12-312026-01-13 STERIS PLC STERIS PLC1.7K shares0.00%2025-12-312026-01-13 DFSD DIMENSIONAL ETF TRUST8.5K shares0.05%2025-12-312026-01-13 HUM HUMANA INC1.6K shares0.00%2025-12-312026-01-13 MAR MARRIOTT INTL INC NEW1.1K shares0.00%2025-12-312026-01-13 DE DEERE & CO692 shares0.00%2025-12-312026-01-13 SCHF SCHWAB STRATEGIC TR13.3K shares0.00%2025-12-312026-01-13 SCHV SCHWAB STRATEGIC TR10.0K shares0.00%2025-12-312026-01-13 BROADCOM INC BROADCOM INC850 shares0.00%2025-12-312026-01-13 DFAU DIMENSIONAL ETF TRUST6.2K shares0.00%2025-12-312026-01-13 VTI VANGUARD INDEX FDS747 shares0.00%2025-12-312026-01-13 DFEV DIMENSIONAL ETF TRUST7.0K shares0.00%2025-12-312026-01-13 DIHP DIMENSIONAL ETF TRUST7.0K shares0.00%2025-12-312026-01-13 XOM EXXON MOBIL CORP1.7K sharesnew addition2025-12-312026-01-13 EFV ISHARES TR2.9K sharesnew addition2025-12-312026-01-13 NET CLOUDFLARE INC1.0K shares0.00%2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available