Spinnaker Investment Group’s Dimensional World Equity ETF DFAW Stock Holding History

Spinnaker Investment Group’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.22M	Buy	38,873 +6,028	+18%	+$486K	0.52%	23
2026 Q1	$2.42M	Buy	32,845 +1,107	+3%	+$84.3K	0.49%	21
2025 Q4	$2.35M	Buy	31,738 +2,478	+8%	+$180K	0.43%	22
2025 Q3	$2.1M	Buy	29,260 +5,081	+21%	+$353K	0.4%	21
2025 Q2	$1.62M	Sell	24,179 -8,562	-26%	-$536K	0.38%	21
2025 Q1	$2.01M	Buy	32,741 +6,859	+27%	+$434K	0.45%	22
2024 Q4	$1.62M	Buy	25,882 +5,598	+28%	+$358K	0.39%	23
2024 Q3	$1.29M	Buy	20,284 +6,099	+43%	+$372K	0.31%	29
2024 Q2	$845K	Buy	14,185 +5,894	+71%	+$346K	0.23%	34
2024 Q1	$490K	Buy	8,291 +3,875	+88%	+$218K	0.14%	55
2023 Q4	$242K	Buy	+4,416	New	+$225K	0.07%	75

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Spinnaker Investment Group increased its Dimensional World Equity ETF (DFAW) stake by 18% in Q2 2026, buying an estimated $486K and bringing the position to 38,873 shares worth $3.22M. The position accounts for 0.52% of the portfolio, ranked #23.

Spinnaker Investment Group first reported a position in DFAW in Q4 2023 and has held it in 11 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Spinnaker Investment Group held 38,873 shares of Dimensional World Equity ETF worth $3.22M as of Q2 2026.
Spinnaker Investment Group bought 6,028 Dimensional World Equity ETF shares in Q2 2026, an estimated $486K.
Dimensional World Equity ETF made up 0.52% of Spinnaker Investment Group's portfolio in Q2 2026, its #23 holding.
Spinnaker Investment Group first reported a position in Dimensional World Equity ETF in Q4 2023 and has held it in 11 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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