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 242,766 shares of DISV stock, worth $6.81 Million. This represents 2.67% of its overall portfolio holdings.

Number of Shares

242,766

Previous 204,119 18.93%

Holding current value

$6.81 Million

Previous $5.93 Million 8.75%

% of portfolio

2.67%

Previous 2.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$26.18 - $28.77 $1.01 Million - $1.11 Million	38,647 Added 18.93%	242,766 $6.45 Million
Q3 2024 Oct 11, 2024	BUY	$26.06 - $29.18 $212,753 - $238,225	8,164 Added 4.17%	204,119 $5.93 Million
Q2 2024 Jul 31, 2024	BUY	$26.23 - $28.56 $360,164 - $392,157	13,731 Added 7.54%	195,955 $5.27 Million
Q1 2024 Apr 15, 2024	BUY	$24.73 - $27.24 $746,895 - $822,702	30,202 Added 19.87%	182,224 $4.95 Million
Q4 2023 Jan 12, 2024	BUY	$22.43 - $25.87 $279,948 - $322,883	12,481 Added 8.94%	152,022 $3.92 Million
Q3 2023 Oct 10, 2023	BUY	$23.27 - $25.13 $687,442 - $742,390	29,542 Added 26.86%	139,541 $3.32 Million
Q2 2023 Jul 12, 2023	BUY	$23.01 - $24.6 $682,821 - $730,005	29,675 Added 36.94%	109,999 $2.6 Million
Q1 2023 Apr 11, 2023	BUY	$22.4 - $24.75 $368,412 - $407,063	16,447 Added 25.75%	80,324 $1.91 Million
Q4 2022 Feb 02, 2023	BUY	$18.45 - $22.54 $128,006 - $156,382	6,938 Added 12.18%	63,877 $1.42 Million
Q3 2022 Oct 26, 2022	BUY	$18.36 - $22.57 $460,156 - $565,671	25,063 Added 78.63%	56,939 $1.06 Million
Q2 2022 Aug 09, 2022	BUY	$21.05 - $25.01 $670,989 - $797,218	31,876 New	31,876 $671,000

Others Institutions Holding DISV

# of Institutions

306

Shares Held

64.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History