Navigoe LLC Q2 2026 Portfolio Activity Analysis

Navigoe LLC has made observable adjustments to its investment portfolio during the second quarter of 2026. The analysis reveals specific purchases and sales across various exchange-traded funds (ETFs), providing insight into the investor's strategic movements.

Purchase Activity

The investor demonstrated active buying in several ETFs this quarter:

• They increased their position in DFAE, a Dimensional fund, by 2.05%.
• Purchases were also noted in other Dimensional ETFs: DFAS (4.87%) and DFIV (0.57%).
• The American Century ETFs, specifically AVSF, were added or increased.
• AVUV, another American Century ETF, also showed an increase in this period.

Sales Activity

Navigoe LLC reduced its holdings in several Dimensional and other funds:

• The investor sold shares of DFCF, a Dimensional ETF.
• There were also reductions in positions held previously, including DFIV and DFUV.
• The exit of the ETF ELDN was observed, removing it from the portfolio.

In summary, Navigoe LLC's Q2 2026 activity involved targeted buying in specific Dimensional and American Century funds while strategically reducing exposure to certain holdings. For a detailed breakdown of all changes or further analysis on Navigoe, Llc, please refer to the source data.