Henrickson Nauta Wealth Advisors, Inc.

Q2 2025 13F Holdings

  • Location
    belmont, MI
  • Num holdings

    85

  • Value ($000)

    $288,969

  • Date Filed
    07/08/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$71.01M
25 %

1,981,414

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$30.21M
11 %

971,570

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$19.85M
7 %

196,863

UFPI
UFPI

UFP INDUSTRIES INC

COM
$18.71M
7 %

188,349

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$17.35M
6 %

234,416

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$15.64M
5 %

289,898

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$11.98M
4 %

151,152

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$11.31M
4 %

343,779

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$11.09M
4 %

373,566

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$9.60M
3 %

105,366

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 85