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Size ($ in 1000's)
At 03/31/2024: $226,651
At 12/31/2023: $203,889
Henrickson Nauta Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Henrickson Nauta Wealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Henrickson Nauta Wealth Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Henrickson Nauta Wealth Advisors Inc..
In the Henrickson Nauta Wealth Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Henrickson Nauta Wealth Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Henrickson Nauta Wealth Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
1,743,966 |
+50,379 |
$54,412 | | DFAC | 1,743,966 | +50,379 | $54,412 | | UFP INDUSTRIES INC |
252,893 |
+114,166 |
$29,007 | | UFPI | 252,893 | +114,166 | $29,007 | | AMERICAN CENTY ETF TR (AVUS) |
192,009 |
-2,895 |
$16,828 | | AVUS | 192,009 | -2,895 | $16,828 | | AMERICAN CENTY ETF TR (AVDE) |
232,295 |
-2,662 |
$14,637 | | AVDE | 232,295 | -2,662 | $14,637 | | DIMENSIONAL ETF TRUST (DFIC) |
479,987 |
+61,918 |
$12,705 | | DFIC | 479,987 | +61,918 | $12,705 | | DIMENSIONAL ETF TRUST (DFAT) |
223,471 |
+12,441 |
$11,659 | | DFAT | 223,471 | +12,441 | $11,659 | | AMERICAN CENTY ETF TR (AVDV) |
159,366 |
-817 |
$10,467 | | AVDV | 159,366 | -817 | $10,467 | | AMERICAN CENTY ETF TR (AVUV) |
101,308 |
-422 |
$9,100 | | AVUV | 101,308 | -422 | $9,100 | | AMERICAN CENTY ETF TR (AVEM) |
121,574 |
-373 |
$7,111 | | AVEM | 121,574 | -373 | $7,111 | | DIMENSIONAL ETF TRUST (DFAX) |
272,593 |
-3,803 |
$6,899 | | DFAX | 272,593 | -3,803 | $6,899 | | DIMENSIONAL ETF TRUST (DFEM) |
239,298 |
+33,872 |
$6,148 | | DFEM | 239,298 | +33,872 | $6,148 | | DIMENSIONAL ETF TRUST (DISV) |
182,224 |
+30,202 |
$4,947 | | DISV | 182,224 | +30,202 | $4,947 | | ILLINOIS TOOL WKS INC |
17,991 |
-6 |
$4,665 | | ITW | 17,991 | -6 | $4,665 | | DIMENSIONAL ETF TRUST (DFSD) |
69,437 |
+3,563 |
$3,255 | | DFSD | 69,437 | +3,563 | $3,255 | | SPDR S&P 500 ETF TR (SPY) |
4,889 |
-155 |
$2,513 | | SPY | 4,889 | -155 | $2,513 | | MICROSOFT CORP |
3,324 |
+62 |
$1,407 | | MSFT | 3,324 | +62 | $1,407 | | ISHARES TR (IWB) |
4,866 |
-557 |
$1,377 | | IWB | 4,866 | -557 | $1,377 | | ISHARES TR (IVE) |
7,093 |
+117 |
$1,289 | | IVE | 7,093 | +117 | $1,289 | | DIMENSIONAL ETF TRUST (DFIP) |
31,357 |
+3,673 |
$1,274 | | DFIP | 31,357 | +3,673 | $1,274 | | ISHARES TR (IVW) |
14,420 |
-2,662 |
$1,207 | | IVW | 14,420 | -2,662 | $1,207 | | ISHARES TR (EFA) |
14,632 |
-4,227 |
$1,146 | | EFA | 14,632 | -4,227 | $1,146 | | ISHARES TR (ACWI) |
10,301 |
-112 |
$1,116 | | ACWI | 10,301 | -112 | $1,116 | | ISHARES TR (IVV) |
2,102 |
+286 |
$1,086 | | IVV | 2,102 | +286 | $1,086 | | DIMENSIONAL ETF TRUST (DFGR) |
41,610 |
+11,226 |
$1,018 | | DFGR | 41,610 | +11,226 | $1,018 | | AMERICAN CENTY ETF TR (AVSD) |
17,521 |
-114 |
$980 | | AVSD | 17,521 | -114 | $980 | | MARATHON PETE CORP |
4,446 |
+31 |
$939 | | MPC | 4,446 | +31 | $939 | | ISHARES TR (IJR) |
7,969 |
-847 |
$842 | | IJR | 7,969 | -847 | $842 | | ISHARES TR (SHY) |
10,259 |
-727 |
$832 | | SHY | 10,259 | -727 | $832 | | ISHARES TR (STIP) |
7,989 |
-681 |
$791 | | STIP | 7,989 | -681 | $791 | | ISHARES TR (IEFA) |
10,783 |
+233 |
$785 | | IEFA | 10,783 | +233 | $785 | | DIMENSIONAL ETF TRUST (DFSI) |
21,090 |
+257 |
$695 | | DFSI | 21,090 | +257 | $695 | | ISHARES TR (EWU) |
20,246 |
-214 |
$690 | | EWU | 20,246 | -214 | $690 | | NVIDIA CORPORATION |
769 |
+33 |
$669 | | NVDA | 769 | +33 | $669 | | JPMORGAN CHASE & CO |
3,391 |
+261 |
$663 | | JPM | 3,391 | +261 | $663 | | ISHARES INC (EWC) |
17,094 |
-224 |
$649 | | EWC | 17,094 | -224 | $649 | | META PLATFORMS INC |
1,247 |
+23 |
$648 | | META | 1,247 | +23 | $648 | | ISHARES TR (IWF) |
1,935 |
-1,196 |
$644 | | IWF | 1,935 | -1,196 | $644 | | APPLE INC |
3,744 |
+965 |
$628 | | AAPL | 3,744 | +965 | $628 | | DIMENSIONAL ETF TRUST (DFSU) |
17,322 |
+92 |
$580 | | DFSU | 17,322 | +92 | $580 | | SPDR GOLD TR (GLD) |
2,689 |
UNCH |
$580 | | GLD | 2,689 | UNCH | $580 | | STRYKER CORPORATION |
1,586 |
-37 |
$551 | | SYK | 1,586 | -37 | $551 | | ALPHABET INC |
3,274 |
+68 |
$511 | | GOOGL | 3,274 | +68 | $511 | | KLA CORP |
706 |
UNCH |
$485 | | KLAC | 706 | UNCH | $485 | | GILEAD SCIENCES INC |
7,000 |
UNCH |
$477 | | GILD | 7,000 | UNCH | $477 | | ACCENTURE PLC IRELAND |
1,385 |
-4 |
$449 | | ACN | 1,385 | -4 | $449 | | AMERICAN CENTY ETF TR (AVRE) |
10,541 |
UNCH |
$427 | | AVRE | 10,541 | UNCH | $427 | | GLOBAL X FDS |
12,862 |
UNCH |
$390 | | URA | 12,862 | UNCH | $390 | | ORACLE CORP |
3,083 |
-76 |
$375 | | ORCL | 3,083 | -76 | $375 | | DIMENSIONAL ETF TRUST (DFSE) |
10,266 |
+325 |
$332 | | DFSE | 10,266 | +325 | $332 | | ISHARES INC (EWL) |
7,178 |
-134 |
$331 | | EWL | 7,178 | -134 | $331 |
See Full List: All Stocks Held By Henrickson Nauta Wealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Henrickson Nauta Wealth Advisors Inc.
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