SIG
DFSD

Spinnaker Investment Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Spinnaker Investment Group’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,677
Closed -$507K – 104
2025
Q1 		$507K Sell
10,677
-2,286
-18% -$108K 0.11% 61
2024
Q4 		$608K Sell
12,963
-20
-0.2% -$946 0.15% 49
2024
Q3 		$620K Sell
12,983
-157
-1% -$7.45K 0.15% 47
2024
Q2 		$618K Buy
13,140
+322
+3% +$15.1K 0.17% 45
2024
Q1 		$603K Buy
12,818
+497
+4% +$23.4K 0.17% 45
2023
Q4 		$579K Buy
12,321
+1,566
+15% +$72.9K 0.18% 46
2023
Q3 		$499K Sell
10,755
-3
-0% -$139 0.17% 52
2023
Q2 		$501K Buy
10,758
+351
+3% +$16.3K 0.16% 50
2023
Q1 		$486K Buy
10,407
+30
+0.3% +$1.39K 0.17% 49
2022
Q4 		$478K Buy
10,377
+514
+5% +$23.6K 0.17% 46
2022
Q3 		$467K Buy
+9,863
New +$462K 0.18% 44
2022
Q2 		– Sell
-12,487
Closed -$597K – 79
2022
Q1 		$597K Sell
12,487
-1,268
-9% -$62K 0.19% 44
2021
Q4 		$681K Buy
+13,755
New +$688K 0.24% 38

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Spinnaker Investment Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 10,677 shares — an estimated $507K sold.

Spinnaker Investment Group first reported a position in DFSD in Q4 2021 and held it in 13 quarters. The position peaked at $681K in Q4 2021. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Spinnaker Investment Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Spinnaker Investment Group sold 10,677 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $507K.
  • Spinnaker Investment Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and held it in 13 quarters.
  • Spinnaker Investment Group's Dimensional Short-Duration Fixed Income ETF position peaked at $681K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

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