Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 75,087 shares of DFSD stock, worth $3.55 Million. This represents 1.4% of its overall portfolio holdings.
Number of Shares
75,087
Previous 73,364
2.35%
Holding current value
$3.55 Million
Previous $3.44 Million
3.75%
% of portfolio
1.4%
Previous 1.42%
Shares
12 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
67.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio