Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $242 Million
- Q4 2024
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 1,776,952 shares of DFAC stock, worth $59.5 Million. This represents 25.41% of its overall portfolio holdings.
Number of Shares
1,776,952
Previous 1,768,953
0.45%
Holding current value
$59.5 Million
Previous $60.7 Million
1.36%
% of portfolio
25.41%
Previous 24.5%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,064Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.92 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.56 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.26 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.25 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$608 Million0.26% of portfolio