Navigoe, LLC Dimensional ETF Tr Transaction History
Navigoe, LLC
- $115 Million
- Q1 2025
A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Navigoe, LLC holds 230,022 shares of DFAU stock, worth $9.41 Million. This represents 7.66% of its overall portfolio holdings.
Number of Shares
230,022
Previous 172,124
33.64%
Holding current value
$9.41 Million
Previous $6.97 Million
26.88%
% of portfolio
7.66%
Previous 6.8%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio