Shearwater Capital Llc Q2 2026 Portfolio Activity: Significant Buys & Minor ETF Sales
Shearwater Capital's portfolio saw notable changes in Q2 2026, with significant purchases of Dimensional ETFs and a minor sale.
As reported for the period ending June 30th, 2026 (Q2), Shearwater Capital Llc has adjusted its investment positions based on observable changes in holdings. The fund manager demonstrated active portfolio management during this quarter.
The most significant activity appears to be concentrated purchases of Dimensional ETF Trust shares. Notably, the investor initiated a new position in DIMENSIONAL ETF TRUST (DFIS) with a 100% increase in shares from the previous period. Similarly, they began investing heavily in another Dimensional Trust ETF, SCHWAB STRATEGIC TRUST (SCHE), also showing a 100% share jump.
Additionally, Shearwater Capital significantly boosted its allocation in several Dimensional ETFs during Q2. The fund substantially increased shares of DIMENSIONAL ETF TRUST (DFSV), raising the portfolio percentage by nearly 10%. They also made considerable additions to DIMENSIONAL ETF TRUST (DFGR) and DIMENSIONAL ETF TRUST (DFAI), both seeing over 12% share growth.
On the other side of the portfolio, Shearwater Capital Llc disposed of a small portion of its holdings. The fund reduced its position in DIMENSIONAL ETF TRUST (DFUV), which experienced an 8% allocation decrease during the quarter.
Other Dimensional Trust ETFs saw moderate changes. For instance, DIMENSIONAL ETF TRUST (DFEM) increased by about 13%, while DIMENSIONAL ETF TRUST (DFUS) decreased slightly by around 1.6%. Holdings like C3 AI INC (AI) also saw a modest increase of approximately 5% in shares.
In terms of sector allocation, Shearwater Capital maintained its focus primarily on Dimensional ETFs categorized under 'Unknown' (87.13%), Technology (DFAI), and Financial Services (BRK-B). No other sectors showed substantial changes in allocation during this reporting period.