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 11,411 shares of DUHP stock, worth $434,416. This represents 0.27% of its overall portfolio holdings.
Number of Shares
11,411
Previous 13,830
17.49%
Holding current value
$434,416
Previous $491,000
12.42%
% of portfolio
0.27%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
464Shares Held
245MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.53 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$310 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$273 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$268 Million15.92% of portfolio