Spinnaker Investment Group, LLC Dimensional ETF Tr Core Fxd In Transaction History
Spinnaker Investment Group, LLC
- $412 Million
- Q1 2025
A detailed history of Spinnaker Investment Group, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Spinnaker Investment Group, LLC holds 94,773 shares of DFCF stock, worth $3.98 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
94,773
Previous 356,334
73.4%
Holding current value
$3.98 Million
Previous $14.7 Million
72.95%
% of portfolio
0.97%
Previous 3.64%
Shares
14 transactions
Others Institutions Holding DFCF
# of Institutions
416Shares Held
121MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$485 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$466 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio