Spinnaker Investment Group, LLC Dimensional ETF Tr Inflation P Transaction History
Spinnaker Investment Group, LLC
- $401 Million
- Q3 2024
A detailed history of Spinnaker Investment Group, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 15,886 shares of DFIP stock, worth $642,906. This represents 0.17% of its overall portfolio holdings.
Number of Shares
15,886
Previous 61,102
74.0%
Holding current value
$642,906
Previous $2.49 Million
73.1%
% of portfolio
0.17%
Previous 0.7%
Shares
12 transactions
Others Institutions Holding DFIP
# of Institutions
115Shares Held
12.5MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$141 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.1 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.5 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.1 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.4 Million3.51% of portfolio