Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 69,437 shares of DFSD stock, worth $3.28 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
69,437
Previous 65,874
5.41%
Holding current value
$3.28 Million
Previous $3.1 Million
5.49%
% of portfolio
1.42%
Previous 1.54%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
226Shares Held
36.5MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.9 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.5 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.5 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.4 Million0.84% of portfolio