Henrickson Nauta Wealth Advisors
DFAC icon

Henrickson Nauta Wealth Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares 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

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
Rockwood Wealth Management
Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's DFAC Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 3% in Q2 2026, buying an estimated $2.94M and bringing the position to 2,367,747 shares worth $105M. The position accounts for 25.59% of the portfolio, ranked #1.

Henrickson Nauta Wealth Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $177M in Q4 2025. 1,227 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 2,367,747 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $105M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 68,630 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.94M.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 25.59% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $177M in Q4 2025.
  • 1,227 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.