Spinnaker Investment Group, LLC Dimensional ETF Tr Transaction History
Spinnaker Investment Group, LLC
- $412 Million
- Q1 2025
A detailed history of Spinnaker Investment Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 2,218,139 shares of DFAU stock, worth $81.5 Million. This represents 20.69% of its overall portfolio holdings.
Number of Shares
2,218,139
Previous 2,036,531
8.92%
Holding current value
$81.5 Million
Previous $82.5 Million
3.4%
% of portfolio
20.69%
Previous 20.36%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
489Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio