Navigoe, LLC Dimensional ETF Tr Transaction History

Navigoe, LLC

$102 Million
Q4 2024

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Navigoe, LLC holds 172,124 shares of DFAU stock, worth $7.27 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares

172,124

Holding current value

$7.27 Million

% of portfolio

6.8%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$39.27 - $42.38 $6.76 Million - $7.29 Million	172,124 New	172,124 $6.97 Million

Others Institutions Holding DFAU

# of Institutions

477

Shares Held

2.18B

Call Options Held

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$83.7 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.29 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$209 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$175 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$154 Million
1.81% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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