Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $309 Million
- Q3 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 63,604 shares of DFSD stock, worth $3.07 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
63,604
Previous 72,088
11.77%
Holding current value
$3.07 Million
Previous $3.46 Million
11.42%
% of portfolio
0.99%
Previous 1.23%
Shares
14 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio