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Henrickson Nauta Wealth Advisors, Inc.

Portfolio Manager
Henrickson Nauta Wealth Advisors, Inc.
Performance
+1.64% (2026 Q1)
AUM (13F)
$356.32M
# of Holdings
106
Performance Rank
Allocation (Top 20)
87.54%

Henrickson Nauta Wealth Advisors, Inc. Holdings Map

Top 50 Henrickson Nauta Wealth Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
25.07%2.30M$89.3M
-47.33%(-2.07M)
2025-Q1: 1.92M shares2025-Q2: 1.98M shares2025-Q3: 2.03M shares2025-Q4: 4.37M shares2026-Q1: 2.30M shares
$34.19(+24.87%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
13.37%1.34M$47.6M
-46.34%(-1.16M)
2025-Q1: 859.2K shares2025-Q2: 971.6K shares2025-Q3: 1.04M shares2025-Q4: 2.50M shares2026-Q1: 1.34M shares
$30.44(+22.45%)
2026-03-31
DFAT
DIMENSIONAL ETF TRUST
6.55%374.0K$23.4M
-47.48%(-338.05K)
2025-Q1: 270.8K shares2025-Q2: 289.9K shares2025-Q3: 304.2K shares2025-Q4: 712.0K shares2026-Q1: 374.0K shares
$54.35(+23.53%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
6.1%195.6K$21.8M
-49.84%(-194.38K)
2025-Q1: 188.9K shares2025-Q2: 196.9K shares2025-Q3: 196.5K shares2025-Q4: 390.0K shares2026-Q1: 195.6K shares
$92.48(+33.13%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
5.59%234.6K$19.9M
-49.74%(-232.22K)
2025-Q1: 235.7K shares2025-Q2: 234.4K shares2025-Q3: 233.4K shares2025-Q4: 466.9K shares2026-Q1: 234.6K shares
$70.48(+26.60%)
2026-03-31
DISV
DIMENSIONAL ETF TRUST
5.02%453.4K$17.9M
-47.71%(-413.72K)
2025-Q1: 300.4K shares2025-Q2: 343.8K shares2025-Q3: 372.1K shares2025-Q4: 867.2K shares2026-Q1: 453.4K shares
$32.42(+26.95%)
2026-03-31
DFEM
DIMENSIONAL ETF TRUST
4.81%495.9K$17.1M
-45.61%(-415.80K)
2025-Q1: 336.4K shares2025-Q2: 373.6K shares2025-Q3: 390.1K shares2025-Q4: 911.7K shares2026-Q1: 495.9K shares
$29.38(+34.94%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
4.17%148.7K$14.8M
-49.57%(-146.11K)
2025-Q1: 152.8K shares2025-Q2: 151.2K shares2025-Q3: 150.2K shares2025-Q4: 294.8K shares2026-Q1: 148.7K shares
$77.29(+37.27%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
3.2%103.4K$11.4M
-50.44%(-105.18K)
2025-Q1: 103.4K shares2025-Q2: 105.4K shares2025-Q3: 105.3K shares2025-Q4: 208.5K shares2026-Q1: 103.4K shares
$89.78(+33.84%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
2.99%132.2K$10.7M
-48.66%(-125.33K)
2025-Q1: 130.5K shares2025-Q2: 130.0K shares2025-Q3: 128.9K shares2025-Q4: 257.6K shares2026-Q1: 132.2K shares
$69.04(+33.58%)
2026-03-31

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