Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Henrickson Nauta Wealth Advisors, Inc.

$230 Million
Q1 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 479,987 shares of DFIC stock, worth $12.9 Million. This represents 5.59% of its overall portfolio holdings.

Number of Shares

479,987

Previous 418,069 14.81%

Holding current value

$12.9 Million

Previous $10.7 Million 20.29%

% of portfolio

5.59%

Previous 5.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$24.62 - $26.83 $1.52 Million - $1.66 Million	61,918 Added 14.81%	479,987 $12.8 Million
Q4 2023 Jan 12, 2024	SELL	$22.18 - $25.58 $715,415 - $825,082	-32,255 Reduced 7.16%	418,069 $10.7 Million
Q3 2023 Oct 10, 2023	BUY	$23.25 - $25.17 $3.03 Million - $3.28 Million	130,335 Added 40.73%	450,324 $10.5 Million
Q2 2023 Jul 12, 2023	BUY	$23.45 - $24.88 $1.43 Million - $1.52 Million	61,002 Added 23.55%	319,989 $7.77 Million
Q1 2023 Apr 11, 2023	BUY	$22.5 - $24.64 $961,605 - $1.05 Million	42,738 Added 19.76%	258,987 $6.23 Million

Q4 2022 Feb 02, 2023	BUY	$20.72 - $23.03 $140,170 - $155,797	6,765 Added 3.23%	216,249 $4.83 Million
Q3 2022 Oct 26, 2022	BUY	$19.48 - $23.07 $1.07 Million - $1.27 Million	55,006 Added 35.61%	209,484 $4.01 Million
Q2 2022 Aug 09, 2022	BUY	$21.35 - $25.2 $3.3 Million - $3.89 Million	154,478 New	154,478 $3.32 Million

Others Institutions Holding DFIC

# of Institutions

331

Shares Held

201M

Call Options Held

100

Put Options Held

100

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History