$88.6 Million is the total value of Shearwater Capital LLC's 35 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | DIMENSIONAL ETF TRUSTemerging mkts co | $809,000 | – | 39,374 | +100.0% | 0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 39.3% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 14.0% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 12.0% |
DOCUSIGN INC | 8 | Q3 2023 | 14.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 4.2% |
AMAZON COM INC | 8 | Q3 2023 | 2.1% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.1% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.8% |
C3 AI INC | 8 | Q3 2023 | 2.1% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 1.3% |
View Shearwater Capital LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-04 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-05 |
13F-HR | 2023-04-03 |
13F-HR | 2023-01-20 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-18 |
13F-HR | 2022-04-27 |
13F-HR | 2022-01-26 |
View Shearwater Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.