Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr U S Target Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $231 Million
- Q2 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 230,837 shares of DFAT stock, worth $12.7 Million. This represents 5.19% of its overall portfolio holdings.
Number of Shares
230,837
Previous 223,471
3.3%
Holding current value
$12.7 Million
Previous $12.2 Million
1.56%
% of portfolio
5.19%
Previous 5.3%
Shares
11 transactions
Others Institutions Holding DFAT
# of Institutions
649Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.3MShares$787 Million0.79% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.63MShares$476 Million9.23% of portfolio
-
Index Fund Advisors, Inc.7.51MShares$414 Million22.58% of portfolio
-
Savant Capital, LLC4.85MShares$268 Million2.47% of portfolio