Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Emerging Mk 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 Emerging Mk stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 336,373 shares of DFEM stock, worth $8.81 Million. This represents 3.51% of its overall portfolio holdings.
Number of Shares
336,373
Previous 300,019
12.12%
Holding current value
$8.81 Million
Previous $7.86 Million
13.75%
% of portfolio
3.51%
Previous 3.25%
Shares
12 transactions
Others Institutions Holding DFEM
# of Institutions
424Shares Held
151MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL16.3MShares$427 Million8.46% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.92MShares$155 Million0.24% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO5.14MShares$135 Million2.46% of portfolio
-
Truepoint, Inc.4.75MShares$124 Million3.4% of portfolio
-
Sequoia Financial Advisors, LLC4.21MShares$110 Million0.96% of portfolio