Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Inflation P 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 Inflation P stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 42,530 shares of DFIP stock, worth $1.73 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
42,530
Previous 34,081
24.79%
Holding current value
$1.73 Million
Previous $1.44 Million
19.58%
% of portfolio
0.71%
Previous 0.58%
Shares
9 transactions
Others Institutions Holding DFIP
# of Institutions
118Shares Held
12.8MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.4 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
-
Planning Center, Inc.744KShares$30.3 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio