Henrickson Nauta Wealth Advisors, Inc. DISV Holdings History
Henrickson Nauta Wealth Advisors, Inc.'s Dimensional International Small Cap Value ETF Holding Summary
As of 2025-06-30, Henrickson Nauta Wealth Advisors, Inc. held 343,779.00 shares of Dimensional International Small Cap Value ETF(DISV), totaling $11.31 Mil. This investment constitutes 3.92% of their stock portfolio, and Henrickson Nauta Wealth Advisors, Inc. now holds 0.35% of the outstanding Dimensional International Small Cap Value ETF(DISV) stock.
The initial trade took place in 2022Q2. And since then Henrickson Nauta Wealth Advisors, Inc. has made 12 purchases of DISV, at an average price of $26.01, for a total of 343,779.00 shares. Based on historical transaction data and DISV's current price of $33.27, Henrickson Nauta Wealth Advisors, Inc.'s estimated gain on his DISV holdings is $2.50 Mil, reflecting a 27.92% gain to date.
Henrickson Nauta Wealth Advisors, Inc. DISV ($33.27) Holding Chart
Henrickson Nauta Wealth Advisors, Inc. DISV ($33.27) 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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