HNWA
Henrickson Nauta Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
119,612
+17,550
| +17% | +$471K | 1.11% | 16 |
|
|
2025
Q1 | $2.49M | Buy |
102,062
+14,531
| +17% | +$354K | 1.02% | 16 |
|
|
2024
Q4 | $2.24M | Buy |
87,531
+10,318
| +13% | +$264K | 0.91% | 16 |
|
|
2024
Q3 | $2.23M | Buy |
77,213
+20,972
| +37% | +$605K | 0.88% | 16 |
|
|
2024
Q2 | $1.41M | Buy |
56,241
+14,631
| +35% | +$366K | 0.6% | 18 |
|
|
2024
Q1 | $1.02M | Buy |
41,610
+11,226
| +37% | +$275K | 0.45% | 24 |
|
|
2023
Q4 | $789K | Buy |
+30,384
| New | +$789K | 0.39% | 30 |
|