Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $231 Million
- Q2 2024
A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 195,955 shares of DISV stock, worth $5.56 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
195,955
Previous 182,224
7.54%
Holding current value
$5.56 Million
Previous $4.95 Million
6.44%
% of portfolio
2.28%
Previous 2.16%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
264Shares Held
56.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$238 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$171 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.3 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$44.1 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37 Million1.17% of portfolio