HNWA
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Henrickson Nauta Wealth Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.8M Buy
1,417,906
+76,849
+6% +$2.88M 12.87% 2
2026
Q1 		$47.6M Sell
1,341,057
-1,158,077
-46% -$42.1M 13.37% 2
2025
Q4 		$87.9M Buy
2,499,134
+1,455,684
+140% +$48.6M 12.97% 2
2025
Q3 		$34.2M Buy
1,043,450
+71,880
+7% +$2.29M 10.82% 2
2025
Q2 		$30.2M Buy
971,570
+112,373
+13% +$3.29M 10.45% 2
2025
Q1 		$22.6M Buy
859,197
+184,527
+27% +$5.04M 9.25% 3
2024
Q4 		$17.4M Buy
674,670
+133,432
+25% +$3.58M 7.09% 4
2024
Q3 		$15.2M Buy
541,238
+22,853
+4% +$619K 6.05% 5
2024
Q2 		$13.6M Buy
518,385
+38,398
+8% +$1.02M 5.82% 5
2024
Q1 		$12.7M Buy
479,987
+61,918
+15% +$1.59M 5.61% 5
2023
Q4 		$10.7M Sell
418,069
-32,255
-7% -$767K 5.23% 6
2023
Q3 		$10.5M Buy
450,324
+130,335
+41% +$3.16M 6.43% 4
2023
Q2 		$7.77M Buy
319,989
+61,002
+24% +$1.48M 5.27% 7
2023
Q1 		$6.23M Buy
258,987
+42,738
+20% +$1.02M 4.49% 9
2022
Q4 		$4.83M Buy
216,249
+6,765
+3% +$145K 3.84% 9
2022
Q3 		$4.01M Buy
209,484
+55,006
+36% +$1.18M 3.83% 9
2022
Q2 		$3.32M Buy
+154,478
New +$3.6M 3.04% 10

Other funds holding DFIC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return