Navigoe, LLC Dimensional ETF Tr Transaction History
Navigoe, LLC
- $157 Million
- Q3 2025
A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Navigoe, LLC holds 393,209 shares of DFIV stock, worth $17.7 Million. This represents 11.58% of its overall portfolio holdings.
Number of Shares
393,209
Previous 390,936
0.58%
Holding current value
$17.7 Million
Previous $16.7 Million
8.31%
% of portfolio
11.58%
Previous 12.64%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
752Shares Held
262MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.11 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$954 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$899 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$504 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$388 Million2.4% of portfolio