Henrickson Nauta Wealth Advisors, Inc.

Q4 2024 13F Holdings

  • Location
    belmont, MI
  • Num holdings

    82

  • Value ($000)

    $246,067

  • Date Filed
    01/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$61.46M
25 %

1,776,952

UFPI
UFPI

UFP INDUSTRIES INC

COM
$24.49M
10 %

217,414

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$17.93M
7 %

184,945

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$17.44M
7 %

674,670

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$14.26M
6 %

232,340

DFAT
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
$13.79M
6 %

247,683

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$10.20M
4 %

156,722

AVUV
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
$9.08M
4 %

94,076

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$7.86M
3 %

300,019

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$6.91M
3 %

117,572

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 82