Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Inflation P Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $248 Million
- Q3 2024
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 34,081 shares of DFIP stock, worth $1.41 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
34,081
Previous 32,437
5.07%
Holding current value
$1.41 Million
Previous $1.32 Million
8.76%
% of portfolio
0.58%
Previous 0.57%
Shares
8 transactions
Others Institutions Holding DFIP
# of Institutions
105Shares Held
10.3MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$84.6 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.9 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$33.5 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$30.5 Million5.43% of portfolio
-
Geometric Wealth Advisors430KShares$17.7 Million3.51% of portfolio