Navigoe, LLC Dimensional ETF Tr U S Target Transaction History

Navigoe, LLC

$102 Million
Q4 2024

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Navigoe, LLC holds 231,843 shares of DFAT stock, worth $13.3 Million. This represents 12.6% of its overall portfolio holdings.

Number of Shares

231,843

Holding current value

$13.3 Million

% of portfolio

12.6%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$54.54 - $61.04 $12.6 Million - $14.2 Million	231,843 New	231,843 $12.9 Million

Others Institutions Holding DFAT

# of Institutions

745

Shares Held

167M

Call Options Held

500

Put Options Held

Creative Planning Overland Park, KS

14.1M
Shares

$806 Million
0.76% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$712 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.81M
Shares

$504 Million
9.88% of portfolio
Index Fund Advisors, Inc.

7.2M
Shares

$412 Million
22.29% of portfolio
Savant Capital, LLC

5.13M
Shares

$294 Million
2.33% of portfolio

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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