§ 13F · FUND PROFILE
Shearwater Capital LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 53Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$174.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 1.69M | $67.0T | 38.5% | NEW |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 855K | $28.0T | 16.1% | NEW |
| 3 | DFIV | DIMENSIONAL ETF TRUST | 343K | $17.1T | 9.8% | NEW |
| 4 | DOCU | DOCUSIGN INC | 114K | $7.8T | 4.5% | NEW |
| 5 | DFUV | DIMENSIONAL ETF TRUST | 134K | $6.3T | 3.6% | NEW |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 82K | $4.9T | 2.8% | NEW |
| 7 | AMZN | AMAZON COM INC | 14K | $3.3T | 1.9% | NEW |
| 8 | DFUS | DIMENSIONAL ETF TRUST | 41K | $3.0T | 1.7% | NEW |
| 9 | DFAI | DIMENSIONAL ETF TRUST | 75K | $2.8T | 1.6% | NEW |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 75K | $2.5T | 1.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHEARWATER SIGNAL
AC read
Shearwater Capital LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed