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 $615,353. This represents 0.15% of its overall portfolio holdings.
Number of Shares
12,963
Previous 12,983
0.15%
Holding current value
$615,353
Previous $619,000
1.94%
% of portfolio
0.15%
Previous 0.15%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
329Shares Held
65.9MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$198 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$129 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$110 Million0.88% of portfolio