Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 271,561 shares of DFAX stock, worth $7.06 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
271,561
Previous 272,707
0.42%
Holding current value
$7.06 Million
Previous $7.37 Million
8.34%
% of portfolio
2.79%
Previous 2.97%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
557Shares Held
242MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$292 Million3.18% of portfolio
-
Envestnet Asset Management Inc8.34MShares$217 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.58MShares$197 Million0.08% of portfolio
-
Geometric Wealth Advisors7.56MShares$197 Million35.57% of portfolio
-
Commonwealth Equity Services, LLC6.03MShares$157 Million0.22% of portfolio