HNWA
DFIP icon

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

PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return