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Spinnaker Investment Group’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Spinnaker Investment Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55,750
Closed -$1.46M – 87
2023
Q3 		$1.46M Buy
55,750
+15,631
+39% +$427K 0.49% 20
2023
Q2 		$1.09M Buy
40,119
+7,011
+21% +$181K 0.36% 28
2023
Q1 		$844K Buy
33,108
+15,470
+88% +$392K 0.3% 30
2022
Q4 		$428K Sell
17,638
-255
-1% -$6.2K 0.15% 53
2022
Q3 		$398K Buy
+17,893
New +$439K 0.16% 51

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Spinnaker Investment Group's DFAC Position: Q4 2023 in Review

Spinnaker Investment Group sold out of Dimensional US Core Equity 2 ETF (DFAC) in Q4 2023, closing a stake of 55,750 shares — an estimated $1.46M sold.

Spinnaker Investment Group first reported a position in DFAC in Q3 2022 and held it in 5 quarters. The position peaked at $1.46M in Q3 2023. 765 funds tracked by Wall St. Rank hold DFAC as of Q4 2023.

  • Spinnaker Investment Group reported no remaining Dimensional US Core Equity 2 ETF position as of Q4 2023 after selling out during the quarter.
  • Spinnaker Investment Group sold 55,750 Dimensional US Core Equity 2 ETF shares in Q4 2023, an estimated $1.46M.
  • Spinnaker Investment Group first reported a position in Dimensional US Core Equity 2 ETF in Q3 2022 and held it in 5 quarters.
  • Spinnaker Investment Group's Dimensional US Core Equity 2 ETF position peaked at $1.46M in Q3 2023.
  • 765 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2023.

Based on Spinnaker Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.