Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 372,061 shares of DISV stock, worth $13.3 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
372,061
Previous 343,779
8.23%
Holding current value
$13.3 Million
Previous $11.3 Million
17.37%
% of portfolio
4.3%
Previous 4.01%
Shares
14 transactions
Others Institutions Holding DISV
# of Institutions
374Shares Held
80.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$317 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$211 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$210 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$90.1 Million1.18% of portfolio