Henrickson Nauta Wealth Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History
Henrickson Nauta Wealth Advisors, Inc.
- $282 Million
- Q2 2025
A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 72,088 shares of DFSD stock, worth $3.46 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
72,088
Previous 75,087
3.99%
Holding current value
$3.46 Million
Previous $3.57 Million
3.03%
% of portfolio
1.23%
Previous 1.4%
Shares
13 transactions
Others Institutions Holding DFSD
# of Institutions
353Shares Held
68.9MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$167 Million2.69% of portfolio
-
Apella Capital, LLC3.4MShares$163 Million4.64% of portfolio
-
Savant Capital, LLC3.03MShares$145 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$140 Million1.73% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$126 Million11.4% of portfolio