Henrickson Nauta Wealth Advisors, Inc. Incresed Positions in Q2 2025

Henrickson Nauta Wealth Advisors, Inc.

  • $282 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
65K
+ 3.39%
$29.12 - $35.84 $1.89M - $2.33M
1.98M $71M
DFIC
Dimensional ETF Tr Dimensional

ETFs
112K
+ 13.08%
$24.94 - $31.15 $2.8M - $3.5M
972K $30.2M
AVUS
American Centy ETF Tr Avantis

ETFs
7.94K
+ 4.2%
$81.38 - $100.82 $646K - $800K
197K $19.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
43.3K
+ 14.43%
$25.93 - $32.91 $1.12M - $1.43M
344K $11.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
37.2K
+ 11.06%
$23.4 - $29.68 $870K - $1.1M
374K $11.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
19.1K
+ 7.06%
$44.8 - $53.97 $856K - $1.03M
290K $15.6M
AVUV
American Centy ETF Tr Avantis

ETFs
2.01K
+ 1.94%
$75.17 - $91.21 $151K - $183K
105K $9.6M
MSFT
Microsoft Corp

Technology
217
+ 7.28%
$354.56 - $497.45 $76.9K - $108K
3.2K $1.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
591
+ 106.68%
$416.06 - $551.64 $246K - $326K
1.15K $631K
DFIP
Dimensional ETF Tr Inflation P

ETFs
8.4K
+ 15.11%
$41.11 - $42.42 $345K - $356K
64K $2.68M
META
Meta Platforms, Inc.

Communication Services
61
+ 4.61%
$484.66 - $738.09 $29.6K - $45K
1.39K $1.02M
ORCL
Oracle Corp

Technology
37
+ 1.2%
$122.82 - $218.63 $4.54K - $8.09K
3.12K $681K
JPM
Jpmorgan Chase & CO

Financial Services
102
+ 2.91%
$210.28 - $289.91 $21.4K - $29.6K
3.61K $1.05M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.09%
$498.8 - $620.9 $998 - $1.24K
2.33K $1.44M
GLD
Spdr Gold Trust

ETFs
204
+ 7.59%
$273.71 - $316.29 $55.8K - $64.5K
2.89K $881K
GOOGL
Alphabet Inc.

Communication Services
12
+ 0.34%
$144.7 - $178.6 $1.74K - $2.14K
3.51K $618K
GOOG
Alphabet Inc.

Communication Services
197
+ 10.93%
$146.58 - $180.01 $28.9K - $35.5K
2K $354K
XLK
Technology Sector Spdr

ETFs
1
+ 0.09%
$179.73 - $253.23 $180 - $253
1.11K $280K
AAPL
Apple Inc.

Technology
415
+ 9.94%
$172.42 - $223.89 $71.6K - $92.9K
4.59K $941K
TJX
Tjx Companies Inc

Consumer Cyclical
34
+ 2.0%
$119.13 - $135.03 $4.05K - $4.59K
1.74K $214K
TRV
Travelers Companies, Inc.

Financial Services
6
+ 0.43%
$233.83 - $276.34 $1.4K - $1.66K
1.4K $375K
Dimensional ETF Trust
17.6K
+ 17.2%
N/A
120K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
188
+ 1.08%
N/A
17.6K $0
DFSI
Dimensional ETF Tr Dimen Intl
937
+ 2.18%
N/A
43.9K $0
PG
Procter & Gamble CO

Consumer Defensive
78
+ 5.58%
$157.66 - $172.39 $12.3K - $13.4K
1.48K $235K
GILD
Gilead Sciences, Inc.

Healthcare
14
+ 0.2%
$96.91 - $113.0 $1.36K - $1.58K
7.07K $783K
ITW
Illinois Tool Works Inc

Industrials
17
+ 0.09%
$218.41 - $252.43 $3.71K - $4.29K
18K $4.46M
ACN
Accenture PLC

Technology
19
+ 1.37%
$279.23 - $323.21 $5.31K - $6.14K
1.4K $419K
APD
Air Products & Chemicals, Inc.

Basic Materials
6
+ 0.44%
$248.61 - $294.96 $1.49K - $1.77K
1.37K $386K
JNJ
Johnson & Johnson

Healthcare
15
+ 0.94%
$146.36 - $159.82 $2.2K - $2.4K
1.62K $247K
OKE
Oneok Inc

Energy
28
+ 0.69%
$78.71 - $100.37 $2.2K - $2.81K
4.1K $334K
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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