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 15,664 shares of DUHP stock, worth $558,264. This represents 0.52% of its overall portfolio holdings.

Number of Shares

15,664

Holding current value

$558,264

% of portfolio

0.52%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$33.62 - $35.69 $526,623 - $559,048	15,664 New	15,664 $529,000

Others Institutions Holding DUHP

# of Institutions

388

Shares Held

218M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

38.2M
Shares

$1.36 Billion
0.43% of portfolio
Mercer Global Advisors Inc Denver, CO

35.7M
Shares

$1.27 Billion
2.98% of portfolio
Merriman Wealth Management, LLC

8.15M
Shares

$290 Million
11.99% of portfolio
Vista Wealth Management Group, LLC

6.91M
Shares

$246 Million
15.68% of portfolio
Forum Financial Management, LP Lombard, IL

6.75M
Shares

$241 Million
4.6% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Navigoe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navigoe, LLC with notifications on news.

Account