Spinnaker Investment Group, LLC DFAU Holdings History
Spinnaker Investment Group, LLC's Dimensional US Core Equity Market ETF Holding Summary
As of 2025-06-30, Spinnaker Investment Group, LLC held 2.11 Mil shares of Dimensional US Core Equity Market ETF(DFAU), totaling $89.46 Mil. This investment constitutes 21.02% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 1.04% of the outstanding Dimensional US Core Equity Market ETF(DFAU) stock.
The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 13 purchases of DFAU, at an average price of $31.98, for a total of 2.22 Mil shares. In addition, there have been 1 sales at an average price of $39.19 for 106,347.00 shares. Based on historical transaction data and DFAU's current price of $43.11, Spinnaker Investment Group, LLC's estimated gain on his DFAU holdings is $24.26 Mil, reflecting a 34.19% gain to date.
Spinnaker Investment Group, LLC DFAU ($43.11) Holding Chart
Spinnaker Investment Group, LLC DFAU ($43.11) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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