Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $629 Million
- Q4 2025
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 867,166 shares of DISV stock, worth $31.1 Million. This represents 4.95% of its overall portfolio holdings.
Number of Shares
867,166
Previous 372,061
133.07%
Holding current value
$31.1 Million
Previous $13.3 Million
134.58%
% of portfolio
4.95%
Previous 4.3%
Shares
15 transactions
Others Institutions Holding DISV
# of Institutions
390Shares Held
82.8MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.87MShares$211 Million2.22% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio