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Spinnaker Investment Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Spinnaker Investment Group’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$654K Buy
15,492
+4,565
+42% +$193K 0.1% 81
2026
Q1 		$461K Sell
10,927
-8,982
-45% -$383K 0.09% 87
2025
Q4 		$847K Sell
19,909
-3,360
-14% -$144K 0.15% 50
2025
Q3 		$995K Buy
23,269
+5,924
+34% +$251K 0.19% 45
2025
Q2 		$733K Sell
17,345
-77,428
-82% -$3.23M 0.17% 41
2025
Q1 		$3.99M Sell
94,773
-261,561
-73% -$10.9M 0.9% 14
2024
Q4 		$14.7M Sell
356,334
-41,828
-11% -$1.76M 3.55% 7
2024
Q3 		$17.2M Sell
398,162
-79,013
-17% -$3.37M 4.21% 7
2024
Q2 		$19.8M Buy
477,175
+22,487
+5% +$932K 5.46% 6
2024
Q1 		$19.1M Buy
454,688
+42,361
+10% +$1.78M 5.36% 6
2023
Q4 		$17.5M Buy
412,327
+33,608
+9% +$1.37M 5.31% 6
2023
Q3 		$15.3M Buy
378,719
+1,079
+0.3% +$44.5K 5.14% 7
2023
Q2 		$15.8M Buy
377,640
+931
+0.2% +$39.3K 5.2% 7
2023
Q1 		$16M Buy
376,709
+2,055
+0.5% +$86.9K 5.63% 7
2022
Q4 		$15.6M Sell
374,654
-2,902
-0.8% -$120K 5.53% 7
2022
Q3 		$15.5M Sell
377,556
-347
-0.1% -$15.1K 6.06% 6
2022
Q2 		$16.5M Sell
377,903
-48,245
-11% -$2.14M 6.72% 6
2022
Q1 		$19.7M Buy
426,148
+57,194
+16% +$2.75M 6.4% 6
2021
Q4 		$18M Buy
+368,954
New +$18.5M 6.33% 6

Other funds holding DFCF

PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

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

Spinnaker Investment Group increased its Dimensional Core Fixed Income ETF (DFCF) stake by 42% in Q2 2026, buying an estimated $193K and bringing the position to 15,492 shares worth $654K. The position accounts for 0.1% of the portfolio, ranked #81.

Spinnaker Investment Group first reported a position in DFCF in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.8M in Q2 2024. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

  • Spinnaker Investment Group held 15,492 shares of Dimensional Core Fixed Income ETF worth $654K as of Q2 2026.
  • Spinnaker Investment Group bought 4,565 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $193K.
  • Dimensional Core Fixed Income ETF made up 0.1% of Spinnaker Investment Group's portfolio in Q2 2026, its #81 holding.
  • Spinnaker Investment Group first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Spinnaker Investment Group's Dimensional Core Fixed Income ETF position peaked at $19.8M in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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