Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 73,364 shares of DFSD stock, worth $3.47 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
73,364
Previous 71,231
2.99%
Holding current value
$3.47 Million
Previous $3.4 Million
1.15%
% of portfolio
1.42%
Previous 1.37%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
66MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio
-
Savant Capital, LLC2.31MShares$109 Million0.88% of portfolio