Henrickson Nauta Wealth Advisors, Inc. DFAC Holdings History
Henrickson Nauta Wealth Advisors, Inc.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Henrickson Nauta Wealth Advisors, Inc. held 1.98 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $71.01 Mil. This investment constitutes 24.57% of their stock portfolio, and Henrickson Nauta Wealth Advisors, Inc. now holds 0.2% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then Henrickson Nauta Wealth Advisors, Inc. has made 11 purchases of DFAC, at an average price of $28.69, for a total of 2.01 Mil shares. In addition, there have been 2 sales at an average price of $24.89 for 29,993.00 shares. Based on historical transaction data and DFAC's current price of $36.42, Henrickson Nauta Wealth Advisors, Inc.'s estimated gain on his DFAC holdings is $15.18 Mil, reflecting a 26.31% gain to date.
Henrickson Nauta Wealth Advisors, Inc. DFAC ($36.42) Holding Chart
Henrickson Nauta Wealth Advisors, Inc. DFAC ($36.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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