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Spinnaker Investment Group’s Dimensional US Equity ETF DFUS Stock Holding History

Spinnaker Investment Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Buy
3,805
+114
+3% +$9.02K 0.05% 130
2026
Q1 		$262K Sell
3,691
-674
-15% -$49.9K 0.05% 118
2025
Q4 		$324K Buy
+4,365
New +$321K 0.06% 125

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Spinnaker Investment Group increased its Dimensional US Equity ETF (DFUS) stake by 3.1% in Q2 2026, buying an estimated $9.02K and bringing the position to 3,805 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #130.

Spinnaker Investment Group first reported a position in DFUS in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q4 2025. 875 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Spinnaker Investment Group held 3,805 shares of Dimensional US Equity ETF worth $312K as of Q2 2026.
  • Spinnaker Investment Group bought 114 Dimensional US Equity ETF shares in Q2 2026, an estimated $9.02K.
  • Dimensional US Equity ETF made up 0.05% of Spinnaker Investment Group's portfolio in Q2 2026, its #130 holding.
  • Spinnaker Investment Group first reported a position in Dimensional US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Spinnaker Investment Group's Dimensional US Equity ETF position peaked at $324K in Q4 2025.
  • 875 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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