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Henrickson Nauta Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-883
Closed -$24K – 96
2021
Q4 		$24K Buy
+883
New +$24.2K 0.02% 120

Other funds holding DFAE

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's DFAE Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Dimensional Emerging Core Equity Market ETF (DFAE) in Q1 2022, closing a stake of 883 shares — an estimated $24K sold.

Henrickson Nauta Wealth Advisors first reported a position in DFAE in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 179 funds tracked by Wall St. Rank hold DFAE as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Dimensional Emerging Core Equity Market ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 883 Dimensional Emerging Core Equity Market ETF shares in Q1 2022, an estimated $24K.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $24K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.