Henrickson Nauta Wealth Advisors, Inc. DFAT Holdings History
Henrickson Nauta Wealth Advisors, Inc.'s Dimensional U.S. Targeted Value ETF Holding Summary
As of 2025-06-30, Henrickson Nauta Wealth Advisors, Inc. held 289,898.00 shares of Dimensional U.S. Targeted Value ETF(DFAT), totaling $15.64 Mil. This investment constitutes 5.41% of their stock portfolio, and Henrickson Nauta Wealth Advisors, Inc. now holds 0.15% of the outstanding Dimensional U.S. Targeted Value ETF(DFAT) stock.
The initial trade took place in 2021Q4. And since then Henrickson Nauta Wealth Advisors, Inc. has made 13 purchases of DFAT, at an average price of $48.57, for a total of 289,898.00 shares. Based on historical transaction data and DFAT's current price of $54.70, Henrickson Nauta Wealth Advisors, Inc.'s estimated gain on his DFAT holdings is $1.78 Mil, reflecting a 12.63% gain to date.
Henrickson Nauta Wealth Advisors, Inc. DFAT ($54.70) Holding Chart
Henrickson Nauta Wealth Advisors, Inc. DFAT ($54.70) 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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