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Spinnaker Investment Group’s Dimensional Global Core Plus Fixed Income ETF DFGP Stock Holding History

Spinnaker Investment Group’s Portfolio DFGP Stock Details DFGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$310K Sell
5,969
-821
-12% -$43.8K 0.05% 130
2026
Q2 		$370K Buy
+6,790
New +$370K 0.06% 118
2026
Q1 		– Sell
-5,127
Closed -$277K – 155
2025
Q4 		$277K Sell
5,127
-1,424
-22% -$78.4K 0.05% 136
2025
Q3 		$364K Buy
+6,551
New +$359K 0.07% 109

Other funds holding DFGP

OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Spinnaker Investment Group's DFGP Position: Q3 2026 in Review

Spinnaker Investment Group reduced its Dimensional Global Core Plus Fixed Income ETF (DFGP) stake by 12% in Q3 2026, selling an estimated $43.8K and leaving 5,969 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #130.

Spinnaker Investment Group first reported a position in DFGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q2 2026. 16 funds tracked by Wall St. Rank hold DFGP as of Q3 2026.

  • Spinnaker Investment Group held 5,969 shares of Dimensional Global Core Plus Fixed Income ETF worth $310K as of Q3 2026.
  • Spinnaker Investment Group sold 821 Dimensional Global Core Plus Fixed Income ETF shares in Q3 2026, an estimated $43.8K.
  • Dimensional Global Core Plus Fixed Income ETF made up 0.05% of Spinnaker Investment Group's portfolio in Q3 2026, its #130 holding.
  • Spinnaker Investment Group first reported a position in Dimensional Global Core Plus Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Spinnaker Investment Group's Dimensional Global Core Plus Fixed Income ETF position peaked at $370K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Dimensional Global Core Plus Fixed Income ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.