| |
|
|
| Name: |
Shearwater Capital LLC |
| City: |
ST. LOUIS |
| State: |
MO |
| Zip: |
63105 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Increased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAC |
Dimensional U S Core Equity... |
1 |
- |
$32.05 |
$54,186,000 |
1,695,970 |
39.93% |
5,171,000 |
19,085 |
0.188 |
N/A |
|
|
DFAX |
Dimensional Funds plc - Wor... |
2 |
- |
$26.36 |
$19,594,000 |
770,195 |
14.44% |
1,627,000 |
34,436 |
0.086 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
9 |
- |
$0.00 |
$2,073,000 |
81,343 |
1.53% |
76,000 |
1,333 |
0.079 |
N/A |
|
|
DFNM |
Dfa Dimensional National Mu... |
12 |
- |
$0.00 |
$1,520,000 |
31,604 |
1.12% |
39,000 |
1,069 |
0.196 |
N/A |
|
|
DFIP |
Dfa Dimensional Inflation-p... |
14 |
- |
$0.00 |
$1,456,000 |
35,304 |
1.07% |
101,000 |
2,480 |
0.039 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
15 |
- |
$0.00 |
$1,403,000 |
33,433 |
1.03% |
146,000 |
3,793 |
0.037 |
N/A |
|
|
SCHZ |
Schwab Us Aggregate Bond |
18 |
- |
$45.45 |
$977,000 |
21,249 |
0.72% |
5,000 |
409 |
0.014 |
N/A |
|
|
GLD |
streetTRACKS Gold Trust |
20 |
- |
$223.66 |
$954,000 |
4,636 |
0.7% |
98,000 |
157 |
0.001 |
Closed - End Fund - E... |
|
|
DFSV |
Dfa Dimensional Us Small Ca... |
27 |
- |
$0.00 |
$489,000 |
16,254 |
0.36% |
28,000 |
436 |
0.018 |
N/A |
|
|
DISV |
Dfa Dimensional Internation... |
28 |
- |
$0.00 |
$487,000 |
17,909 |
0.36% |
95,000 |
2,721 |
0.02 |
N/A |
|
|
DFGR |
Dfa Dimensional Global Real... |
39 |
- |
$0.00 |
$256,000 |
10,045 |
0.19% |
24,000 |
1,119 |
0.011 |
N/A |
|
