Henrickson Nauta Wealth Advisors, Inc. Incresed Positions in Q4 2024

Henrickson Nauta Wealth Advisors, Inc.

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
133K
+ 24.65%
$25.61 - $28.0 $3.42M - $3.74M
675K $17.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
15.2K
+ 6.55%
$54.54 - $61.04 $831K - $930K
248K $13.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8K
+ 0.45%
$33.92 - $36.6 $271K - $293K
1.78M $61.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
38.6K
+ 18.93%
$26.18 - $28.77 $1.01M - $1.11M
243K $6.45M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
34.4K
+ 12.93%
$26.16 - $28.82 $899K - $990K
300K $7.86M
DFIP
Dimensional ETF Tr Inflation P

ETFs
8.45K
+ 24.79%
$40.31 - $42.43 $341K - $358K
42.5K $1.72M
NVDA
Nvidia Corp

Technology
1.04K
+ 34.49%
$117.0 - $148.88 $121K - $154K
4.04K $541K
VGT
Vanguard Information Technolog

ETFs
163
+ 26.46%
$571.78 - $647.97 $93.2K - $106K
779 $484K
XLK
Technology Sector Spdr

ETFs
441
+ 27.32%
$220.26 - $241.44 $97.1K - $106K
2.06K $477K
OXBR
Oxbridge Re Holdings LTD

Financial Services
12.5K
+ 26.71%
$2.32 - $4.81 $29K - $60.1K
59.3K $241K
QQQ
Invesco Qqq Trust, Series 1

ETFs
86
+ 9.02%
$481.22 - $538.17 $41.4K - $46.3K
1.04K $531K
GOOG
Alphabet Inc.

Communication Services
98
+ 6.04%
$163.08 - $198.16 $16K - $19.4K
1.72K $327K
IWM
Ishares Russell 2000 ETF

ETFs
204
+ 19.34%
$216.13 - $242.4 $44.1K - $49.4K
1.26K $278K
META
Meta Platforms, Inc.

Communication Services
31
+ 2.42%
$554.08 - $632.68 $17.2K - $19.6K
1.31K $773K
DFSD
Dimensional ETF Tr Short Durat

ETFs
2.13K
+ 2.99%
$46.75 - $47.8 $99.7K - $102K
73.4K $3.44M
FITB
Fifth Third Bancorp

Financial Services
93
+ 1.6%
$41.76 - $48.44 $3.88K - $4.5K
5.92K $250K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
9
+ 0.21%
N/A
4.24K $363K
ACN
Accenture PLC

Technology
5
+ 0.36%
$343.9 - $376.86 $1.72K - $1.88K
1.4K $491K
DFSE
Dimensional ETF Tr Dimen Emrgn
470
+ 4.46%
N/A
11K $0
Dimensional ETF Trust
10.3K
+ 13.36%
N/A
87.5K $0
DFSI
Dimensional ETF Tr Dimen Intl
3.81K
+ 15.91%
N/A
27.8K $0
ORCL
Oracle Corp

Technology
13
+ 0.42%
$165.41 - $192.43 $2.15K - $2.5K
3.09K $514K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.07%
$285.5 - $335.62 $286 - $336
1.35K $391K
TSCO
Tractor Supply CO

Consumer Cyclical
4.33K
+ 384.47%
$52.59 - $303.74 $228K - $1.32M
5.46K $289K
MPC
Marathon Petroleum Corp

Energy
10
+ 0.22%
$131.65 - $174.84 $1.32K - $1.75K
4.47K $623K
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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