Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 674,670 shares of DFIC stock, worth $19.4 Million. This represents 7.21% of its overall portfolio holdings.
Number of Shares
674,670
Previous 541,238
24.65%
Holding current value
$19.4 Million
Previous $15.2 Million
14.51%
% of portfolio
7.21%
Previous 6.15%
Shares
11 transactions
Others Institutions Holding DFIC
# of Institutions
440Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$58.2 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$848 Million0.25% of portfolio
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Mercer Global Advisors Inc Denver, CO27.4MShares$789 Million1.75% of portfolio
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Forum Financial Management, LP Lombard, IL16.4MShares$471 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$177 Million10.37% of portfolio