HNWA
Henrickson Nauta Wealth Advisors’s Dimensional Inflation-Protected Securities ETF DFIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
64,038
+8,404
| +15% | +$351K | 0.93% | 17 |
|
|
2025
Q1 | $2.29M | Buy |
55,634
+13,104
| +31% | +$539K | 0.94% | 17 |
|
|
2024
Q4 | $1.72M | Buy |
42,530
+8,449
| +25% | +$342K | 0.7% | 17 |
|
|
2024
Q3 | $1.44M | Buy |
34,081
+1,644
| +5% | +$69.5K | 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% | +$149K | 0.56% | 19 |
|
|
2023
Q4 | $1.14M | Buy |
27,684
+3,426
| +14% | +$141K | 0.56% | 22 |
|
|
2023
Q3 | $965K | Buy |
24,258
+4,431
| +22% | +$176K | 0.59% | 16 |
|
|
2023
Q2 | $819K | Buy |
19,827
+6,519
| +49% | +$269K | 0.56% | 21 |
|
|
2023
Q1 | $570K | Buy |
13,308
+947
| +8% | +$40.6K | 0.41% | 26 |
|
|
2022
Q4 | $509K | Buy |
+12,361
| New | +$509K | 0.4% | 27 |
|