HNWA
Henrickson Nauta Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71M | Buy |
1,981,414
+64,989
| +3% | +$2.33M | 24.57% | 1 |
|
|
2025
Q1 | $58.7M | Buy |
1,916,425
+139,473
| +8% | +$4.27M | 24.03% | 1 |
|
|
2024
Q4 | $61.5M | Buy |
1,776,952
+7,999
| +0.5% | +$277K | 24.98% | 1 |
|
|
2024
Q3 | $60.7M | Buy |
1,768,953
+1,960
| +0.1% | +$67.2K | 24.08% | 1 |
|
|
2024
Q2 | $57M | Buy |
1,766,993
+23,027
| +1% | +$742K | 24.32% | 1 |
|
|
2024
Q1 | $54.4M | Buy |
1,743,966
+50,379
| +3% | +$1.57M | 24.01% | 1 |
|
|
2023
Q4 | $49.5M | Buy |
1,693,587
+54,473
| +3% | +$1.59M | 24.28% | 1 |
|
|
2023
Q3 | $42.9M | Buy |
1,639,114
+101,753
| +7% | +$2.67M | 26.24% | 1 |
|
|
2023
Q2 | $41.7M | Buy |
1,537,361
+69,028
| +5% | +$1.87M | 28.34% | 1 |
|
|
2023
Q1 | $37.4M | Buy |
1,468,333
+41,618
| +3% | +$1.06M | 26.95% | 1 |
|
|
2022
Q4 | $34.6M | Buy |
1,426,715
+19,899
| +1% | +$483K | 27.51% | 1 |
|
|
2022
Q3 | $31.3M | Sell |
1,406,816
-17,391
| -1% | -$387K | 29.84% | 1 |
|
|
2022
Q2 | $33.2M | Sell |
1,424,207
-12,602
| -0.9% | -$294K | 30.35% | 1 |
|
|
2022
Q1 | $39.6M | Buy |
1,436,809
+2,689
| +0.2% | +$74.2K | 32.96% | 1 |
|
|
2021
Q4 | $38.8M | Buy |
+1,434,120
| New | +$38.8M | 31.57% | 1 |
|