Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 247,404 shares of DFAX stock, worth $6.37 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
247,404
Previous 271,561
8.9%
Holding current value
$6.37 Million
Previous $6.75 Million
3.23%
% of portfolio
2.57%
Previous 2.79%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
578Shares Held
244MCall Options Held
2KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$289 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$215 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$195 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$195 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$155 Million0.22% of portfolio