Spinnaker Investment Group, LLC Dimensional ETF Tr U S Small C Transaction History
Spinnaker Investment Group, LLC
- $395 Million
- Q2 2025
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 170,011 shares of DFAS stock, worth $11 Million. This represents 2.74% of its overall portfolio holdings.
Number of Shares
170,011
Previous 183,165
7.18%
Holding current value
$11 Million
Previous $10.9 Million
1.03%
% of portfolio
2.74%
Previous 2.66%
Shares
15 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio