HNWA
DFEM icon

Henrickson Nauta Wealth Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.9M Buy
515,022
+19,165
+4% +$753K 5.1% 5
2026
Q1 		$17.1M Sell
495,857
-415,799
-46% -$14.8M 4.81% 7
2025
Q4 		$31.3M Buy
911,656
+521,577
+134% +$17M 4.62% 7
2025
Q3 		$12.5M Buy
390,079
+16,513
+4% +$510K 3.96% 9
2025
Q2 		$11.1M Buy
373,566
+37,193
+11% +$1.02M 3.84% 9
2025
Q1 		$8.29M Buy
336,373
+36,354
+12% +$967K 3.39% 8
2024
Q4 		$7.86M Buy
300,019
+34,355
+13% +$934K 3.19% 9
2024
Q3 		$7.48M Buy
265,664
+12,669
+5% +$340K 2.97% 10
2024
Q2 		$6.76M Buy
252,995
+13,697
+6% +$359K 2.89% 11
2024
Q1 		$6.15M Buy
239,298
+33,872
+16% +$840K 2.71% 11
2023
Q4 		$5.13M Buy
205,426
+36,606
+22% +$866K 2.51% 11
2023
Q3 		$3.94M Buy
168,820
+29,470
+21% +$713K 2.4% 11
2023
Q2 		$3.35M Buy
139,350
+28,714
+26% +$681K 2.28% 11
2023
Q1 		$2.61M Buy
110,636
+16,217
+17% +$383K 1.88% 12
2022
Q4 		$2.12M Buy
94,419
+29,959
+46% +$653K 1.68% 11
2022
Q3 		$1.32M Buy
64,460
+8,817
+16% +$202K 1.26% 12
2022
Q2 		$1.31M Buy
+55,643
New +$1.36M 1.2% 12

Other funds holding DFEM

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EB
Emprise Bank Wichita, Kansas $271M AUM 21.72% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return