Navigoe, LLC Dimensional ETF Tr Dimensional Transaction History

Navigoe, LLC

$102 Million
Q4 2024

A detailed history of Navigoe, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Navigoe, LLC holds 94,941 shares of DISV stock, worth $2.87 Million. This represents 2.46% of its overall portfolio holdings.

Number of Shares

94,941

Holding current value

$2.87 Million

% of portfolio

2.46%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$26.18 - $28.77 $2.49 Million - $2.73 Million	94,941 New	94,941 $2.52 Million

Others Institutions Holding DISV

# of Institutions

331

Shares Held

67.2M

Call Options Held

Put Options Held

Merriman Wealth Management, LLC

8.87M
Shares

$268 Million
10.25% of portfolio
Forum Financial Management, LP Lombard, IL

6.15M
Shares

$186 Million
3.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

3.15M
Shares

$95.1 Million
0.94% of portfolio
Buckingham Strategic Partners Saint Louis, MO

2.23M
Shares

$67.3 Million
1.08% of portfolio
Ritholtz Wealth Management

1.65M
Shares

$49.7 Million
1.46% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

More about DISV

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