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Spinnaker Investment Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Spinnaker Investment Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$137M Buy
2,645,051
+345,549
+15% +$17.3M 21.91% 1
2026
Q1 		$104M Sell
2,299,502
-126,588
-5% -$5.95M 21.13% 1
2025
Q4 		$114M Buy
2,426,090
+17,239
+0.7% +$799K 20.59% 1
2025
Q3 		$110M Buy
2,408,851
+297,059
+14% +$13.1M 20.72% 1
2025
Q2 		$89.5M Sell
2,111,792
-106,347
-5% -$4.17M 21.02% 1
2025
Q1 		$85.3M Buy
2,218,139
+181,608
+9% +$7.37M 19.28% 1
2024
Q4 		$82.5M Buy
2,036,531
+34,736
+2% +$1.42M 19.89% 1
2024
Q3 		$79.5M Buy
2,001,795
+86,747
+5% +$3.31M 19.43% 1
2024
Q2 		$71.8M Buy
1,915,048
+79,496
+4% +$2.89M 19.79% 1
2024
Q1 		$67.1M Buy
1,835,552
+122,414
+7% +$4.24M 18.84% 1
2023
Q4 		$57M Buy
1,713,138
+349,070
+26% +$10.8M 17.29% 1
2023
Q3 		$40.9M Buy
1,364,068
+67,302
+5% +$2.1M 13.73% 1
2023
Q2 		$40.4M Buy
1,296,766
+48,682
+4% +$1.43M 13.3% 1
2023
Q1 		$35.9M Buy
1,248,084
+94,327
+8% +$2.67M 12.63% 1
2022
Q4 		$31.2M Buy
1,153,757
+113,946
+11% +$3.1M 11.09% 3
2022
Q3 		$26.2M Buy
1,039,811
+189,331
+22% +$5.27M 10.25% 3
2022
Q2 		$22.5M Buy
850,480
+217,091
+34% +$6.23M 9.16% 4
2022
Q1 		$20.4M Buy
633,389
+150,588
+31% +$4.68M 6.64% 5
2021
Q4 		$15.2M Buy
+482,801
New +$15.5M 5.33% 7

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Spinnaker Investment Group's DFAU Position: Q2 2026 in Review

Spinnaker Investment Group increased its Dimensional US Core Equity Market ETF (DFAU) stake by 15% in Q2 2026, buying an estimated $17.3M and bringing the position to 2,645,051 shares worth $137M. The position accounts for 21.91% of the portfolio, ranked #1.

Spinnaker Investment Group first reported a position in DFAU in Q4 2021 and has held it in 19 quarters since. 174 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Spinnaker Investment Group held 2,645,051 shares of Dimensional US Core Equity Market ETF worth $137M as of Q2 2026.
  • Spinnaker Investment Group bought 345,549 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $17.3M.
  • Dimensional US Core Equity Market ETF made up 21.91% of Spinnaker Investment Group's portfolio in Q2 2026, its #1 holding.
  • Spinnaker Investment Group first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 174 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.