Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 73,364 shares of DFSD stock, worth $3.46 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

73,364

Previous 71,231 2.99%

Holding current value

$3.46 Million

Previous $3.4 Million 1.15%

% of portfolio

1.42%

Previous 1.37%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$46.75 - $47.8 $99,717 - $101,957	2,133 Added 2.99%	73,364 $3.44 Million
Q3 2024 Oct 11, 2024	SELL	$47.0 - $47.84 $37,036 - $37,697	-788 Reduced 1.09%	71,231 $3.4 Million
Q2 2024 Jul 31, 2024	BUY	$46.64 - $47.15 $120,424 - $121,741	2,582 Added 3.72%	72,019 $3.38 Million
Q1 2024 Apr 15, 2024	BUY	$46.78 - $47.19 $166,677 - $168,137	3,563 Added 5.41%	69,437 $3.27 Million
Q4 2023 Jan 12, 2024	BUY	$46.16 - $47.09 $518,422 - $528,867	11,231 Added 20.55%	65,874 $3.1 Million
Q3 2023 Oct 10, 2023	BUY	$46.24 - $46.65 $332,511 - $335,460	7,191 Added 15.15%	54,643 $2.53 Million
Q2 2023 Jul 12, 2023	BUY	$46.28 - $46.83 $595,623 - $602,702	12,870 Added 37.22%	47,452 $2.2 Million
Q1 2023 Apr 11, 2023	BUY	$46.1 - $46.75 $53,937 - $54,697	1,170 Added 3.5%	34,582 $1.61 Million
Q4 2022 Feb 02, 2023	BUY	$45.19 - $46.47 $450,227 - $462,980	9,963 Added 42.49%	33,412 $1.54 Million
Q3 2022 Oct 26, 2022	BUY	$45.55 - $47.51 $284,095 - $296,319	6,237 Added 36.24%	23,449 $1.08 Million
Q2 2022 Aug 09, 2022	BUY	$46.22 - $47.82 $795,538 - $823,077	17,212 New	17,212 $807,000

Others Institutions Holding DFSD

# of Institutions

281

Shares Held

53.8M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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