Navigoe, LLC Dimensional ETF Tr Dimensional Transaction History

Navigoe, LLC

$102 Million
Q4 2024

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Navigoe, LLC holds 15,664 shares of DUHP stock, worth $561,084. This represents 0.52% of its overall portfolio holdings.

Number of Shares

15,664

Holding current value

$561,084

% of portfolio

0.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$33.62 - $35.69 $526,623 - $559,048	15,664 New	15,664 $529,000

Others Institutions Holding DUHP

# of Institutions

388

Shares Held

218M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.37 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.28 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$292 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$247 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.87M
Shares

$246 Million
4.6% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

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