Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 252,995 shares of DFEM stock, worth $7.23 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
252,995
Previous 239,298
5.72%
Holding current value
$7.23 Million
Previous $6.1 Million
10.87%
% of portfolio
2.93%
Previous 2.66%
Shares
9 transactions
Others Institutions Holding DFEM
# of Institutions
325Shares Held
124MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.1MShares$431 Million8.3% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.46MShares$156 Million0.26% of portfolio
-
Truepoint, Inc.4.23MShares$121 Million3.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.97MShares$113 Million0.17% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$113 Million1.18% of portfolio