Spinnaker Investment Group, LLC Dimensional ETF Tr Short Durat Transaction History
Spinnaker Investment Group, LLC
- $405 Million
- Q4 2024
A detailed history of Spinnaker Investment Group, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 12,963 shares of DFSD stock, worth $612,112. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,963
Previous 12,983
0.15%
Holding current value
$612,112
Previous $619,000
1.94%
% of portfolio
0.15%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
328Shares Held
65.8MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$122 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio