HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAC) |
1,534,882 | +24,429 | $35,779 |
| DFAC | 1,534,882 | +24,429 | $35,779 |
| DIMENSIONAL ETF TRUST (DFAX) |
557,434 | +23,384 | $12,057 |
| DFAX | 557,434 | +23,384 | $12,057 |
| DIMENSIONAL ETF TRUST (DFIV) |
386,745 | +276 | $11,173 |
| DFIV | 386,745 | +276 | $11,173 |
| DOCUSIGN INC |
114,728 | UNCH | $6,583 |
| DOCU | 114,728 | UNCH | $6,583 |
| DIMENSIONAL ETF TRUST (DFUV) |
132,375 | +132,375 | $4,183 |
| DFUV | 132,375 | +132,375 | $4,183 |
| DIMENSIONAL ETF TRUST (DFAT) |
92,802 | -6,223 | $3,733 |
| DFAT | 92,802 | -6,223 | $3,733 |
| DIMENSIONAL ETF TRUST (DFAS) |
34,909 | -185 | $1,676 |
| DFAS | 34,909 | -185 | $1,676 |
| AMAZON COM INC |
14,180 | +13,471 | $1,506 |
| AMZN | 14,180 | +13,471 | $1,506 |
| C3 AI INC |
67,276 | UNCH | $1,228 |
| AI | 67,276 | UNCH | $1,228 |
| DIMENSIONAL ETF TRUST (DFUS) |
28,724 | UNCH | $1,171 |
| DFUS | 28,724 | UNCH | $1,171 |
| DIMENSIONAL ETF TRUST (DFAI) |
43,298 | -144 | $1,059 |
| DFAI | 43,298 | -144 | $1,059 |
| DIMENSIONAL ETF TRUST (DFAE) |
41,810 | +5,543 | $1,034 |
| DFAE | 41,810 | +5,543 | $1,034 |
| DIMENSIONAL ETF TRUST (DFIP) |
23,145 | +1,475 | $1,018 |
| DFIP | 23,145 | +1,475 | $1,018 |
| SCHWAB STRATEGIC TR |
1,091 | -15 | $1,018 |
| SCHZ | 1,091 | -15 | $1,018 |
| TESLA INC |
1,507 | UNCH | $1,015 |
| TSLA | 1,507 | UNCH | $1,015 |
| SPDR GOLD TR (GLD) |
5,453 | -13 | $896 |
| GLD | 5,453 | -13 | $896 |
| HUMANA INC |
1,577 | +2 | $738 |
| HUM | 1,577 | +2 | $738 |
| ADOBE SYSTEMS INCORPORATED |
1,920 | UNCH | $703 |
| ADBE | 1,920 | UNCH | $703 |
| SCHWAB STRATEGIC TR |
391 | -34 | $605 |
| SCHP | 391 | -34 | $605 |
| ISHARES TR (IVV) |
1,459 | UNCH | $553 |
| IVV | 1,459 | UNCH | $553 |
| DIMENSIONAL ETF TRUST (DFSD) |
11,491 | -236 | $539 |
| DFSD | 11,491 | -236 | $539 |
| DIMENSIONAL ETF TRUST (DFNM) |
10,577 | +2,190 | $508 |
| DFNM | 10,577 | +2,190 | $508 |
| DIMENSIONAL ETF TRUST (DFCF) |
10,830 | +2,687 | $476 |
| DFCF | 10,830 | +2,687 | $476 |
| STEEL DYNAMICS INC |
7,200 | +27 | $476 |
| STLD | 7,200 | +27 | $476 |
| STERIS PLC |
1,681 | +4 | $347 |
| STE | 1,681 | +4 | $347 |
| ALPHABET INC |
152 | UNCH | $332 |
| GOOG | 152 | UNCH | $332 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
4,350 | +12 | $332 |
| VCSH | 4,350 | +12 | $332 |
| ISHARES TR (IVW) |
4,923 | UNCH | $297 |
| IVW | 4,923 | UNCH | $297 |
| MOODYS CORP |
958 | +3 | $260 |
| MCO | 958 | +3 | $260 |
| SCHWAB STRATEGIC TR |
533 | -27 | $238 |
| SCHF | 533 | -27 | $238 |
| SCHWAB STRATEGIC TR |
295 | -36 | $231 |
| SCHV | 295 | -36 | $231 |
| DIMENSIONAL ETF TRUST (DFAU) |
5,478 | -70 | $229 |
| DFAU | 5,478 | -70 | $229 |
| SPDR SER TR (WIP) |
4,653 | -84 | $216 |
| WIP | 4,653 | -84 | $216 |
| SCHWAB STRATEGIC TR |
1,498 | -14 | $211 |
| SCHH | 1,498 | -14 | $211 |
| DEERE & CO |
683 | +2 | $205 |
| DE | 683 | +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 |
