Navigoe, LLC Dimensional ETF Tr Dimensional Transaction History
Navigoe, LLC
- $157 Million
- Q3 2025
A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Navigoe, LLC holds 83,674 shares of DFIS stock, worth $2.67 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
83,674
Previous 86,928
3.74%
Holding current value
$2.67 Million
Previous $2.59 Million
2.04%
% of portfolio
1.69%
Previous 1.96%
Shares
4 transactions
Others Institutions Holding DFIS
# of Institutions
274Shares Held
85.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.7MShares$597 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$398 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.34MShares$107 Million0.15% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$93.6 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$91.1 Million1.31% of portfolio