HN

Henrickson Nauta Wealth Advisors, Inc.

13F
Henrickson Nauta Wealth Advisors, Inc.
Last update 2025-07-08 85 Stocks (7 new)
Value $289.00 Mil Turnover 5 %
Countries:
Top Holdings: DFAC(24.57%)DFIC(10.45%)AVUS(6.87%)UFPI(6.48%)AVDE(6.00%)
Summary Stock Picks Current Portfolio
Henrickson Nauta Wealth Adviso... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,981,414
71,013.9
+3.39%
24.570
+0.81%
0.200
+18.32%
+5.38%
35,270.9
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
971,570
30,206.1
+13.08%
10.450
+1.21%
0.310
+13.80%
+21.61%
9,640.8
 
AVUS
Avantis U.S. Equity ETF
196,863
19,847.7
+4.20%
6.870
+0.28%
0.230
+18.68%
+5.62%
8,811.7
 
UFPI
UFP Industries Inc
188,349
18,714.4
-19.33%
6.480
-1.95%
0.310
-1.31%
-9.00%
6,148.8
Forest Products
AVDE
Avantis International Equity ETF
234,416
17,349.2
-0.56%
6.000
-0.03%
0.230
+14.18%
+21.96%
7,430.6
 
DFAT
Dimensional U.S. Targeted Value ETF
289,898
15,642.9
+7.06%
5.410
+0.36%
0.150
+17.99%
-0.56%
10,877.7
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
151,152
11,983.3
-1.06%
4.150
-0.04%
0.120
+18.09%
+25.49%
9,787.5
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
343,779
11,313.8
+14.43%
3.920
+0.49%
0.350
+16.47%
+26.74%
3,261.1
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
373,566
11,087.4
+11.06%
3.840
+0.38%
0.200
+20.08%
+16.49%
5,725.1
 
AVUV
Avantis U.S. Small Cap Value ETF
105,366
9,598.8
+1.94%
3.320
+0.06%
0.060
+18.20%
-2.62%
16,438.6
 

Henrickson Nauta Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Henrickson Nauta Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UFPI
UFP Industries Inc
2025-06-30
Reduce
Reduce
-1.95%
●
94.93 ($101.01) 109.1
$101.81
0.79%
Reduce -19.33%
188,349
-45,121
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2025-06-30
Add
Add
+1.21%
●
24.94 ($29.27) 31.15
$30.90
5.57%
Add 13.08%
971,570
112,373
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.81%
●
29.12 ($33.35) 35.84
$36.25
8.70%
Add 3.39%
1,981,414
64,989
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-06-30
Add
Add
+0.49%
●
25.92 ($30.75) 32.91
$33.04
7.45%
Add 14.43%
343,779
43,346
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.38%
●
23.4 ($27.48) 29.68
$30.18
9.83%
Add 11.06%
373,566
37,193
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Add
Add
+0.36%
●
44.8 ($50.94) 53.97
$54.93
7.83%
Add 7.06%
289,898
19,117
AVUS
Avantis U.S. Equity ETF
2025-06-30
Add
Add
+0.28%
●
81.38 ($93.61) 100.82
$101.74
8.68%
Add 4.2%
196,863
7,937
ACWI
iShares MSCI ACWI Index Fund
2025-06-30
Reduce
Reduce
-0.19%
●
103.59 ($119.84) 128.6
$129.34
7.93%
Reduce -42.28%
5,877
-4,305
DFGR
Dimensional Global Real Estate ETF
2025-06-30
Add
Add
+0.16%
●
23.51 ($26.25) 27.25
$26.89
2.44%
Add 17.2%
119,612
17,550
AVSU
Avantis Responsible U.S. Equity ETF
2025-06-30
New Buy
New Buy
+0.14%
●
55.22 ($63.53) 68.6
$69.09
8.76%
New holding
5,900
5,900

Henrickson Nauta Wealth Advisors, Inc. Total Holding History ($B)

To

Henrickson Nauta Wealth Advisors, Inc.'s Asset Allocation

To

Henrickson Nauta Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Henrickson Nauta Wealth Advisors, Inc.'s Hypothetical Growth since 2025-06-30

Henrickson Nauta Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Henrickson Nauta Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Henrickson Nauta Wealth Advisors, Inc.'s Holdings Bubble Chart

Henrickson Nauta Wealth Advisors, Inc. News

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