Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $255 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
630Shares Held
235MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
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Envestnet Asset Management Inc7.43MShares$241 Million0.08% of portfolio
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Sym Financial Corp6.67MShares$216 Million25.84% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$194 Million0.01% of portfolio
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Cable Hill Partners, LLC Portland, OR5.71MShares$185 Million18.44% of portfolio