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 $3.26 Million. This represents 2.51% of its overall portfolio holdings.
Number of Shares
112,312
Previous 126,921
11.51%
Holding current value
$3.26 Million
Previous $3.12 Million
6.87%
% of portfolio
2.51%
Previous 3.04%
Shares
2 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
94MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.4MShares$534 Million0.43% of portfolio
-
Matson Money. Inc.12.5MShares$362 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$331 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$113 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$110 Million1.68% of portfolio