Henrickson Nauta Wealth Advisors, Inc.

Q1 2025 13F Holdings

  • Location
    belmont, MI
  • Num holdings

    78

  • Value ($000)

    $244,377

  • Date Filed
    04/14/2025
  • Form type
    13F-HR
  • CIK
    0001903859
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$58.72M
24 %

1,916,425

UFPI
UFPI

UFP INDUSTRIES INC

COM
$24.70M
10 %

233,470

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$22.60M
9 %

859,197

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$16.20M
7 %

188,926

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$14.75M
6 %

235,733

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$12.54M
5 %

270,781

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$10.02M
4 %

152,766

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$8.29M
3 %

336,373

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$8.26M
3 %

300,433

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$8.05M
3 %

103,361

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