Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 265,664 shares of DFEM stock, worth $7.01 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
265,664
Previous 252,995
5.01%
Holding current value
$7.01 Million
Previous $6.76 Million
10.59%
% of portfolio
3.02%
Previous 2.93%
Shares
10 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio