Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $255 Million
- Q1 2025
A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 1,916,425 shares of DFAC stock, worth $59.1 Million. This represents 24.69% of its overall portfolio holdings.
Number of Shares
1,916,425
Previous 1,776,952
7.85%
Holding current value
$59.1 Million
Previous $61.5 Million
2.24%
% of portfolio
24.69%
Previous 25.41%
Shares
14 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
805MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.77 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.43 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.16 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.15 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$561 Million0.26% of portfolio