Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $248 Million
- Q3 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 204,119 shares of DISV stock, worth $5.5 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
204,119
Previous 195,955
4.17%
Holding current value
$5.5 Million
Previous $5.27 Million
12.48%
% of portfolio
2.4%
Previous 2.28%
Shares
10 transactions
Others Institutions Holding DISV
# of Institutions
274Shares Held
60.7MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.59MShares$232 Million10.57% of portfolio
-
Forum Financial Management, LP Lombard, IL6.21MShares$167 Million3.44% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$84.9 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.65MShares$44.4 Million1.09% of portfolio
-
Ritholtz Wealth Management1.35MShares$36.5 Million1.2% of portfolio