Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Navigoe, LLC (CIK 2056100) reported $169.3M across 226 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIV ($20.3M, 11.99%), DFUV ($15.6M, 9.19%), DFAT ($13.8M, 8.17%), DFAU ($13.6M, 8.04%), DFSV ($12.8M, 7.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | $20.3M | 11.99% | 384,561 | Trimmed |
| 2 | DFUV | DIMENSIONAL ETF TRUST | $15.6M | 9.19% | 321,287 | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $13.8M | 8.17% | 221,400 | Trimmed |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $13.6M | 8.04% | 301,570 | Added |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $12.8M | 7.56% | 365,165 | Added |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $8.5M | 5.04% | 264,833 | Added |
| 7 | IVV | ISHARES TR | $8.0M | 4.73% | 12,270 | Added |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $6.8M | 4.04% | 96,191 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $6.5M | 3.83% | 58,700 | Added |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $6.5M | 3.83% | 153,773 | Added |
| 11 | AVIV | AMERICAN CENTY ETF TR | $5.5M | 3.24% | 73,410 | Added |
| 12 | DISV | DIMENSIONAL ETF TRUST | $5.0M | 2.96% | 126,924 | Added |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $4.8M | 2.84% | 142,038 | Added |
| 14 | AVLV | AMERICAN CENTY ETF TR | $4.5M | 2.65% | 55,598 | Trimmed |
| 15 | AAPL | APPLE INC | $4.2M | 2.48% | 16,558 | Trimmed |
| 16 | DUSB | DIMENSIONAL ETF TRUST | $3.8M | 2.23% | 74,378 | Added |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 2.12% | 5 | Hold |
| 18 | AVSF | AMERICAN CENTY ETF TR | $2.8M | 1.65% | 59,698 | Added |
| 19 | AVEM | AMERICAN CENTY ETF TR | $2.7M | 1.61% | 33,819 | Added |
| 20 | DFIS | DIMENSIONAL ETF TRUST | $2.6M | 1.52% | 76,690 | Trimmed |
| 21 | DFSE | DIMENSIONAL ETF TRUST | $2.3M | 1.38% | 55,132 | Hold |
| 22 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.30% | 22,052 | Trimmed |
| 23 | META | META PLATFORMS INC | $1.2M | 0.73% | 2,168 | Hold |
| 24 | DFSD | DIMENSIONAL ETF TRUST | $722,000 | 0.43% | 15,085 | Hold |
| 25 | AMGN | AMGEN INC | $713,000 | 0.42% | 2,027 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31