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Henrickson Nauta Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFIP Stock Details DFIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.17M Buy
125,241
+15,010
+14% +$629K 1.26% 13
2026
Q1 		$4.6M Sell
110,231
-73,618
-40% -$3.08M 1.29% 14
2025
Q4 		$7.65M Buy
183,849
+111,105
+153% +$4.67M 1.13% 15
2025
Q3 		$3.07M Buy
72,744
+8,706
+14% +$366K 0.97% 16
2025
Q2 		$2.68M Buy
64,038
+8,404
+15% +$349K 0.93% 17
2025
Q1 		$2.29M Buy
55,634
+13,104
+31% +$541K 0.94% 17
2024
Q4 		$1.72M Buy
42,530
+8,449
+25% +$349K 0.7% 17
2024
Q3 		$1.44M Buy
34,081
+1,644
+5% +$68.5K 0.57% 17
2024
Q2 		$1.32M Buy
32,437
+1,080
+3% +$44.1K 0.57% 20
2024
Q1 		$1.27M Buy
31,357
+3,673
+13% +$151K 0.56% 19
2023
Q4 		$1.14M Buy
27,684
+3,426
+14% +$138K 0.56% 22
2023
Q3 		$965K Buy
24,258
+4,431
+22% +$181K 0.59% 16
2023
Q2 		$819K Buy
19,827
+6,519
+49% +$275K 0.56% 21
2023
Q1 		$570K Buy
13,308
+947
+8% +$39.6K 0.41% 26
2022
Q4 		$509K Buy
+12,361
New +$511K 0.4% 27

Other funds holding DFIP

Matson Money Inc
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $205M AUM 24.85% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
LEFP
Leading Edge Financial Planning Knoxville, Tennessee $562M AUM 17.93% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors increased its Dimensional Inflation-Protected Securities ETF (DFIP) stake by 14% in Q2 2026, buying an estimated $629K and bringing the position to 125,241 shares worth $5.17M. The position accounts for 1.26% of the portfolio, ranked #13.

Henrickson Nauta Wealth Advisors first reported a position in DFIP in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.65M in Q4 2025. 169 funds tracked by Wall St. Rank hold DFIP as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 125,241 shares of Dimensional Inflation-Protected Securities ETF worth $5.17M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 15,010 Dimensional Inflation-Protected Securities ETF shares in Q2 2026, an estimated $629K.
  • Dimensional Inflation-Protected Securities ETF made up 1.26% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional Inflation-Protected Securities ETF in Q4 2022 and has held it in 15 quarters since.
  • Henrickson Nauta Wealth Advisors's Dimensional Inflation-Protected Securities ETF position peaked at $7.65M in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Dimensional Inflation-Protected Securities ETF as of Q2 2026.

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