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Spinnaker Investment Group’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Spinnaker Investment Group’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,531
Closed -$275K – 103
2025
Q1 		$275K Sell
6,531
-2,342
-26% -$96.6K 0.06% 88
2024
Q4 		$359K Sell
8,873
-7,013
-44% -$289K 0.09% 67
2024
Q3 		$672K Sell
15,886
-45,216
-74% -$1.88M 0.16% 42
2024
Q2 		$2.5M Buy
61,102
+6,940
+13% +$283K 0.69% 17
2024
Q1 		$2.23M Buy
54,162
+10,211
+23% +$419K 0.63% 17
2023
Q4 		$1.81M Buy
43,951
+12,346
+39% +$496K 0.55% 17
2023
Q3 		$1.26M Buy
31,605
+2,344
+8% +$95.6K 0.42% 25
2023
Q2 		$1.21M Buy
29,261
+4,761
+19% +$201K 0.4% 25
2023
Q1 		$1.05M Buy
24,500
+3,449
+16% +$144K 0.37% 26
2022
Q4 		$866K Buy
21,051
+7,483
+55% +$309K 0.31% 29
2022
Q3 		$570K Buy
13,568
+5,062
+60% +$224K 0.22% 39
2022
Q2 		$374K Buy
8,506
+1,183
+16% +$54K 0.15% 53
2022
Q1 		$349K Buy
7,323
+2,765
+61% +$134K 0.11% 61
2021
Q4 		$219K Buy
+4,558
New +$226K 0.08% 83

Other funds holding DFIP

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
HWM
Heirloom Wealth Management Greenwood Village, Colorado $555M AUM 19.9% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $475M AUM 15.22% 1-Year Est. Return

Spinnaker Investment Group's DFIP Position: Q2 2025 in Review

Spinnaker Investment Group sold out of Dimensional Inflation-Protected Securities ETF (DFIP) in Q2 2025, closing a stake of 6,531 shares — an estimated $275K sold.

Spinnaker Investment Group first reported a position in DFIP in Q4 2021 and held it in 14 quarters. The position peaked at $2.5M in Q2 2024. 138 funds tracked by Wall St. Rank hold DFIP as of Q2 2025.

  • Spinnaker Investment Group reported no remaining Dimensional Inflation-Protected Securities ETF position as of Q2 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 6,531 Dimensional Inflation-Protected Securities ETF shares in Q2 2025, an estimated $275K.
  • Spinnaker Investment Group first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2021 and held it in 14 quarters.
  • Spinnaker Investment Group's Dimensional Inflation-Protected Securities ETF position peaked at $2.5M in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2025.

Based on Spinnaker Investment Group's 13F filing for Q2 2025, filed 16 Jul 2025.