Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $248 Million
- Q3 2024
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 272,707 shares of DFAX stock, worth $6.88 Million. This represents 2.97% of its overall portfolio holdings.
Number of Shares
272,707
Previous 272,707
-0.0%
Holding current value
$6.88 Million
Previous $6.93 Million
6.25%
% of portfolio
2.97%
Previous 3.0%
Shares
11 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio