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Henrickson Nauta Wealth Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.54M Sell
231,888
-400
-0.2% -$14.7K 2.08% 11
2026
Q1 		$7.89M Sell
232,288
-236,320
-50% -$8.22M 2.21% 11
2025
Q4 		$15.7M Buy
468,608
+234,374
+100% +$7.48M 2.32% 11
2025
Q3 		$7.35M Sell
234,234
-11,794
-5% -$358K 2.33% 12
2025
Q2 		$7.23M Sell
246,028
-1,376
-0.6% -$37.9K 2.5% 12
2025
Q1 		$6.09M Sell
247,404
-24,157
-9% -$627K 2.49% 12
2024
Q4 		$6.75M Sell
271,561
-1,146
-0.4% -$29.6K 2.74% 11
2024
Q3 		$7.37M Hold
272,707
– – 2.92% 11
2024
Q2 		$6.93M Buy
272,707
+114
+0% +$2.91K 2.96% 10
2024
Q1 		$6.9M Sell
272,593
-3,803
-1% -$93K 3.04% 10
2023
Q4 		$6.75M Buy
276,396
+897
+0.3% +$20.5K 3.31% 10
2023
Q3 		$6.2M Sell
275,499
-2,599
-0.9% -$60.8K 3.79% 10
2023
Q2 		$6.48M Sell
278,098
-436
-0.2% -$10.2K 4.4% 8
2023
Q1 		$6.42M Sell
278,534
-593
-0.2% -$13.5K 4.63% 7
2022
Q4 		$6.03M Sell
279,127
-1,127
-0.4% -$23.4K 4.79% 8
2022
Q3 		$5.29M Sell
280,254
-4,938
-2% -$105K 5.05% 7
2022
Q2 		$6.12M Sell
285,192
-428
-0.1% -$9.96K 5.59% 7
2022
Q1 		$7.13M Sell
285,620
-394
-0.1% -$9.98K 5.93% 7
2021
Q4 		$7.26M Buy
+286,014
New +$7.47M 5.92% 6

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors reduced its Dimensional World ex US Core Equity 2 ETF (DFAX) stake by 0.17% in Q2 2026, selling an estimated $14.7K and leaving 231,888 shares worth $8.54M. The position accounts for 2.08% of the portfolio, ranked #11.

Henrickson Nauta Wealth Advisors first reported a position in DFAX in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.7M in Q4 2025. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 231,888 shares of Dimensional World ex US Core Equity 2 ETF worth $8.54M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 400 Dimensional World ex US Core Equity 2 ETF shares in Q2 2026, an estimated $14.7K.
  • Dimensional World ex US Core Equity 2 ETF made up 2.08% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
  • Henrickson Nauta Wealth Advisors's Dimensional World ex US Core Equity 2 ETF position peaked at $15.7M in Q4 2025.
  • 710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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