Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 55,634 shares of DFIP stock, worth $2.31 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
55,634
Previous 42,530
30.81%
Holding current value
$2.31 Million
Previous $1.72 Million
35.66%
% of portfolio
0.92%
Previous 0.71%
Shares
10 transactions
Others Institutions Holding DFIP
# of Institutions
133Shares Held
14.6MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.7 Million13.39% of portfolio
-
Planning Center, Inc.850KShares$35.4 Million5.96% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.2 Million4.33% of portfolio
-
Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio