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 $11.2 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
166,349
Previous 165,943
0.24%
Holding current value
$11.2 Million
Previous $10.8 Million
0.58%
% of portfolio
2.67%
Previous 2.69%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
713Shares Held
110MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$754 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$471 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$440 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$331 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$183 Million1.82% of portfolio