Spinnaker Investment Group, LLC Dimensional ETF Tr Transaction History
Spinnaker Investment Group, LLC
- $491 Million
- Q3 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 2,408,851 shares of DFAU stock, worth $111 Million. This represents 22.44% of its overall portfolio holdings.
Number of Shares
2,408,851
Previous 2,111,792
14.07%
Holding current value
$111 Million
Previous $89.5 Million
23.22%
% of portfolio
22.44%
Previous 22.65%
Shares
16 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio