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 109,751 shares of DISV stock, worth $3.53 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
109,751
Previous 94,941
15.6%
Holding current value
$3.53 Million
Previous $2.52 Million
26.69%
% of portfolio
2.77%
Previous 2.46%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$285 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$198 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$101 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$75 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$53 Million1.46% of portfolio