HoldingsChannel.com
Shearwater Capital LLC Top Holdings
As of  06/30/2022, below is a summary of the Shearwater Capital LLC top holdings by largest position size, as per the latest 13f filing made by Shearwater Capital LLC. In the Shearwater Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Shearwater Capital LLC in that top holding, then the share count change between reporting periods, and finally the Shearwater Capital LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 1,534,882 +24,429 $35,779
     DFAC1,534,882+24,429$35,779
DIMENSIONAL ETF TRUST (DFAX) 557,434 +23,384 $12,057
     DFAX557,434+23,384$12,057
DIMENSIONAL ETF TRUST (DFIV) 386,745 +276 $11,173
     DFIV386,745+276$11,173
DOCUSIGN INC 114,728 UNCH $6,583
     DOCU114,728UNCH$6,583
DIMENSIONAL ETF TRUST (DFUV) 132,375 +132,375 $4,183
     DFUV132,375+132,375$4,183
DIMENSIONAL ETF TRUST (DFAT) 92,802 -6,223 $3,733
     DFAT92,802-6,223$3,733
DIMENSIONAL ETF TRUST (DFAS) 34,909 -185 $1,676
     DFAS34,909-185$1,676
AMAZON COM INC 14,180 +13,471 $1,506
     AMZN14,180+13,471$1,506
C3 AI INC 67,276 UNCH $1,228
     AI67,276UNCH$1,228
DIMENSIONAL ETF TRUST (DFUS) 28,724 UNCH $1,171
     DFUS28,724UNCH$1,171
DIMENSIONAL ETF TRUST (DFAI) 43,298 -144 $1,059
     DFAI43,298-144$1,059
DIMENSIONAL ETF TRUST (DFAE) 41,810 +5,543 $1,034
     DFAE41,810+5,543$1,034
DIMENSIONAL ETF TRUST (DFIP) 23,145 +1,475 $1,018
     DFIP23,145+1,475$1,018
SCHWAB STRATEGIC TR 1,091 -15 $1,018
     SCHZ1,091-15$1,018
TESLA INC 1,507 UNCH $1,015
     TSLA1,507UNCH$1,015
SPDR GOLD TR (GLD) 5,453 -13 $896
     GLD5,453-13$896
HUMANA INC 1,577 +2 $738
     HUM1,577+2$738
ADOBE SYSTEMS INCORPORATED 1,920 UNCH $703
     ADBE1,920UNCH$703
SCHWAB STRATEGIC TR 391 -34 $605
     SCHP391-34$605
ISHARES TR (IVV) 1,459 UNCH $553
     IVV1,459UNCH$553
DIMENSIONAL ETF TRUST (DFSD) 11,491 -236 $539
     DFSD11,491-236$539
DIMENSIONAL ETF TRUST (DFNM) 10,577 +2,190 $508
     DFNM10,577+2,190$508
DIMENSIONAL ETF TRUST (DFCF) 10,830 +2,687 $476
     DFCF10,830+2,687$476
STEEL DYNAMICS INC 7,200 +27 $476
     STLD7,200+27$476
STERIS PLC 1,681 +4 $347
     STE1,681+4$347
ALPHABET INC 152 UNCH $332
     GOOG152UNCH$332
VANGUARD SCOTTSDALE FDS (VCSH) 4,350 +12 $332
     VCSH4,350+12$332
ISHARES TR (IVW) 4,923 UNCH $297
     IVW4,923UNCH$297
MOODYS CORP 958 +3 $260
     MCO958+3$260
SCHWAB STRATEGIC TR 533 -27 $238
     SCHF533-27$238
SCHWAB STRATEGIC TR 295 -36 $231
     SCHV295-36$231
DIMENSIONAL ETF TRUST (DFAU) 5,478 -70 $229
     DFAU5,478-70$229
SPDR SER TR (WIP) 4,653 -84 $216
     WIP4,653-84$216
SCHWAB STRATEGIC TR 1,498 -14 $211
     SCHH1,498-14$211
DEERE & CO 683 +2 $205
     DE683+2$205

See Full List: All Stocks Held By Shearwater Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Shearwater Capital LLC

Size ($ in 1000's)
At 06/30/2022: $92,828
At 03/31/2022: $108,538

Shearwater Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Shearwater Capital LLC 13F filings. Link to 13F filings: SEC filings

Shearwater Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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