HNWA
DFAC icon

Henrickson Nauta Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$105M Buy
2,367,747
+68,630
+3% +$2.94M 25.59% 1
2026
Q1 		$89.3M Sell
2,299,117
-2,066,078
-47% -$83.2M 25.07% 1
2025
Q4 		$177M Buy
4,365,195
+2,337,937
+115% +$91.3M 26.08% 1
2025
Q3 		$78.2M Buy
2,027,258
+45,844
+2% +$1.71M 24.74% 1
2025
Q2 		$71M Buy
1,981,414
+64,989
+3% +$2.17M 24.57% 1
2025
Q1 		$58.7M Buy
1,916,425
+139,473
+8% +$4.84M 24.03% 1
2024
Q4 		$61.5M Buy
1,776,952
+7,999
+0.5% +$282K 24.98% 1
2024
Q3 		$60.7M Buy
1,768,953
+1,960
+0.1% +$64.7K 24.08% 1
2024
Q2 		$57M Buy
1,766,993
+23,027
+1% +$726K 24.32% 1
2024
Q1 		$54.4M Buy
1,743,966
+50,379
+3% +$1.52M 24.01% 1
2023
Q4 		$49.5M Buy
1,693,587
+54,473
+3% +$1.47M 24.28% 1
2023
Q3 		$42.9M Buy
1,639,114
+101,753
+7% +$2.78M 26.24% 1
2023
Q2 		$41.7M Buy
1,537,361
+69,028
+5% +$1.78M 28.34% 1
2023
Q1 		$37.4M Buy
1,468,333
+41,618
+3% +$1.05M 26.95% 1
2022
Q4 		$34.6M Buy
1,426,715
+19,899
+1% +$484K 27.51% 1
2022
Q3 		$31.3M Sell
1,406,816
-17,391
-1% -$427K 29.84% 1
2022
Q2 		$33.2M Sell
1,424,207
-12,602
-0.9% -$319K 30.35% 1
2022
Q1 		$39.6M Buy
1,436,809
+2,689
+0.2% +$73.6K 32.96% 1
2021
Q4 		$38.8M Buy
+1,434,120
New +$40.5M 31.57% 1

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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return