Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $230 Million
- Q1 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 1,743,966 shares of DFAC stock, worth $57.6 Million. This represents 24.27% of its overall portfolio holdings.
Number of Shares
1,743,966
Previous 1,693,587
2.97%
Holding current value
$57.6 Million
Previous $49.5 Million
12.56%
% of portfolio
24.27%
Previous 24.56%
Shares
10 transactions
Others Institutions Holding DFAC
# of Institutions
846Shares Held
688MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc51.8MShares$1.71 Billion0.63% of portfolio
-
Mercer Global Advisors Inc Denver, CO45.1MShares$1.49 Billion4.09% of portfolio
-
Forum Financial Management, LP Lombard, IL39.4MShares$1.3 Billion24.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.8MShares$1.25 Billion13.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$575 Million0.3% of portfolio