Spinnaker Investment Group, LLC Dimensional ETF Tr U S Small C Transaction History
Spinnaker Investment Group, LLC
- $405 Million
- Q4 2024
A detailed history of Spinnaker Investment Group, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 166,349 shares of DFAS stock, worth $9.26 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
166,349
Previous 165,943
0.24%
Holding current value
$9.26 Million
Previous $10.8 Million
0.58%
% of portfolio
2.67%
Previous 2.69%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
787Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$737 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$419 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$364 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$288 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$152 Million1.82% of portfolio