Top 50 Henrickson Nauta Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 25.07% | 2.30M | $89.3M | -47.33%(-2.07M) | $34.19(+24.87%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 13.37% | 1.34M | $47.6M | -46.34%(-1.16M) | $30.44(+22.45%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 6.55% | 374.0K | $23.4M | -47.48%(-338.05K) | $54.35(+23.53%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 6.1% | 195.6K | $21.8M | -49.84%(-194.38K) | $92.48(+33.13%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 5.59% | 234.6K | $19.9M | -49.74%(-232.22K) | $70.48(+26.60%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 5.02% | 453.4K | $17.9M | -47.71%(-413.72K) | $32.42(+26.95%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.81% | 495.9K | $17.1M | -45.61%(-415.80K) | $29.38(+34.94%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.17% | 148.7K | $14.8M | -49.57%(-146.11K) | $77.29(+37.27%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.2% | 103.4K | $11.4M | -50.44%(-105.18K) | $89.78(+33.84%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 2.99% | 132.2K | $10.7M | -48.66%(-125.33K) | $69.04(+33.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.97% | +44.18% |
| Top 20 Holdings Unweighted | +11.95% | +40.32% |
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