Navigoe, LLC Dimensional ETF Tr Dimensional Transaction History
Navigoe, LLC
- $157 Million
- Q3 2025
A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Navigoe, LLC holds 119,497 shares of DISV stock, worth $4.27 Million. This represents 2.72% of its overall portfolio holdings.
Number of Shares
119,497
Previous 116,208
2.83%
Holding current value
$4.27 Million
Previous $3.82 Million
11.51%
% of portfolio
2.72%
Previous 2.89%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
371Shares Held
79.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$211 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$209 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio