StockDriftsStockDriftsTop 50 Shearwater Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 34.72% | 1.70M | $66.2M | +0.69%(+11.61K) | $27.89(+53.04%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 16.1% | 903.6K | $30.7M | +5.75%(+49.13K) | $25.70(+43.12%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 9.48% | 342.5K | $18.1M | -0.12%(-405) | $32.80(+66.81%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.38% | 133.1K | $6.4M | -0.96%(-1.29K) | $31.48(+65.40%) | 2026-03-31 | |
| DOCU | DOCUSIGN INC | 2.82% | 113.4K | $5.4M | -0.87%(-1.00K) | $204.21(-76.31%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.69% | 82.1K | $5.1M | -0.41%(-334) | $45.98(+46.03%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.63% | 10.5K | $5.0M | +1002.95%(+9.52K) | $489.11(-4.82%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.59% | 14.6K | $3.0M | +1.20%(+172) | $166.57(+64.22%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 1.52% | 74.5K | $2.9M | -0.33%(-245) | $26.37(+55.05%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 1.52% | 40.9K | $2.9M | +0.05%(+21) | $54.35(+45.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.73% | +43.28% |
| Top 20 Holdings Unweighted | +10.52% | +35.01% |
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