Navigoe, LLC Dimensional ETF Tr Dimensional Transaction History
Navigoe, LLC
- $115 Million
- Q1 2025
A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Navigoe, LLC holds 112,312 shares of DFIS stock, worth $3.41 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
112,312
Previous 126,921
11.51%
Holding current value
$3.41 Million
Previous $3.12 Million
6.87%
% of portfolio
2.51%
Previous 3.04%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
264Shares Held
85MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$559 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$379 Million12.99% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.59MShares$109 Million0.16% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA2.93MShares$88.9 Million0.36% of portfolio
-
First Citizens Bank & Trust CO2.86MShares$86.7 Million1.31% of portfolio