Navigoe, LLC Dimensional ETF Tr Short Durat Transaction History

Navigoe, LLC

$132 Million
Q2 2025

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Navigoe, LLC holds 15,085 shares of DFSD stock, worth $729,661. This represents 0.55% of its overall portfolio holdings.

Number of Shares

15,085

Previous 15,085 -0.0%

Holding current value

$729,661

Previous $716,000 1.12%

% of portfolio

0.55%

Previous 0.62%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $705,223 - $721,063	15,085 New	15,085 $707,000

Others Institutions Holding DFSD

# of Institutions

370

Shares Held

75.6M

Call Options Held

Put Options Held

Buckingham Strategic Partners Saint Louis, MO

3.9M
Shares

$188 Million
2.67% of portfolio
Savant Capital, LLC

3.66M
Shares

$177 Million
1.15% of portfolio
Apella Capital, LLC

3.4M
Shares

$164 Million
4.64% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.07M
Shares

$148 Million
1.76% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.58M
Shares

$125 Million
10.42% of portfolio

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About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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