Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $255 Million
- Q1 2025
A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 247,404 shares of DFAX stock, worth $7.09 Million. This represents 2.57% of its overall portfolio holdings.
Number of Shares
247,404
Previous 271,561
8.9%
Holding current value
$7.09 Million
Previous $6.75 Million
3.23%
% of portfolio
2.57%
Previous 2.79%
Shares
13 transactions
Others Institutions Holding DFAX
# of Institutions
607Shares Held
248MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$322 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$227 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$225 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$221 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$165 Million4.32% of portfolio