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 859,197 shares of DFIC stock, worth $23.9 Million. This represents 9.46% of its overall portfolio holdings.
Number of Shares
859,197
Previous 674,670
27.35%
Holding current value
$23.9 Million
Previous $17.4 Million
38.04%
% of portfolio
9.46%
Previous 7.21%
Shares
12 transactions
Others Institutions Holding DFIC
# of Institutions
444Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.3 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$819 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$763 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$455 Million8.36% of portfolio
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Evensky & Katz LLC6.13MShares$171 Million10.37% of portfolio