Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 300,433 shares of DISV stock, worth $8.65 Million. This represents 3.48% of its overall portfolio holdings.
Number of Shares
300,433
Previous 242,766
23.75%
Holding current value
$8.65 Million
Previous $6.45 Million
37.4%
% of portfolio
3.48%
Previous 2.67%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
328Shares Held
66.6MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$255 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.39MShares$184 Million3.36% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$90.7 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.23MShares$64.3 Million1.08% of portfolio
-
Ritholtz Wealth Management1.42MShares$40.9 Million1.12% of portfolio