Henrickson Nauta Wealth Advisors, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HN Henrickson Nauta Wealth Advisors, Inc. | Institutional Filer | ▼ 47.42% | $356.3M | 106 |
Current Portfolio Holdings
Showing all 106 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 2.3M | $89.3M | 25.07% |
| 2 | DFIC | DIMENSIONAL ETF TRUST | — | 1.3M | $47.6M | 13.37% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | — | 374K | $23.4M | 6.55% |
| 4 | AVUS | AMERICAN CENTY ETF TR | — | 196K | $21.8M | 6.10% |
| 5 | AVDE | AMERICAN CENTY ETF TR | — | 235K | $19.9M | 5.59% |
| 6 | DISV | DIMENSIONAL ETF TRUST | — | 453K | $17.9M | 5.02% |
| 7 | DFEM | DIMENSIONAL ETF TRUST | — | 496K | $17.1M | 4.81% |
| 8 | AVDV | AMERICAN CENTY ETF TR | — | 149K | $14.8M | 4.17% |
| 9 | AVUV | AMERICAN CENTY ETF TR | — | 103K | $11.4M | 3.20% |
| 10 | AVEM | AMERICAN CENTY ETF TR | — | 132K | $10.7M | 2.99% |
| 11 | DFAX | DIMENSIONAL ETF TRUST | — | 232K | $7.9M | 2.21% |
| 12 | DFGR | DIMENSIONAL ETF TRUST | — | 214K | $5.7M | 1.60% |
| 13 | ITW | Illinois Tool Works Inc. | Industrials | 18K | $4.7M | 1.32% |
| 14 | DFIP | DIMENSIONAL ETF TRUST | — | 110K | $4.6M | 1.29% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 6K | $3.8M | 1.07% |
Showing 1 to 15 of 106 holdings