Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 1,768,953 shares of DFAC stock, worth $60.4 Million. This represents 24.5% of its overall portfolio holdings.
Number of Shares
1,768,953
Previous 1,766,993
0.11%
Holding current value
$60.4 Million
Previous $57 Million
6.48%
% of portfolio
24.5%
Previous 24.67%
Shares
12 transactions
Others Institutions Holding DFAC
# of Institutions
898Shares Held
721MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc53.4MShares$1.82 Billion0.61% of portfolio
-
Mercer Global Advisors Inc Denver, CO47.7MShares$1.63 Billion3.89% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.28 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.27 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$603 Million0.29% of portfolio