Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 271,561 shares of DFAX stock, worth $6.79 Million. This represents 2.79% of its overall portfolio holdings.
Number of Shares
271,561
Previous 272,707
0.42%
Holding current value
$6.79 Million
Previous $7.37 Million
8.34%
% of portfolio
2.79%
Previous 2.97%
Shares
12 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
224MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$281 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$228 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$187 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$180 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$143 Million0.23% of portfolio