Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 247,683 shares of DFAT stock, worth $14.1 Million. This represents 5.7% of its overall portfolio holdings.
Number of Shares
247,683
Previous 232,452
6.55%
Holding current value
$14.1 Million
Previous $12.9 Million
6.61%
% of portfolio
5.7%
Previous 5.22%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
675Shares Held
157MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$808 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$710 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$502 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$421 Million22.37% of portfolio
-
Savant Capital, LLC5.19MShares$296 Million2.46% of portfolio