HNWA
DFSD

Henrickson Nauta Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.84M Sell
59,382
-2,912
-5% -$139K 0.69% 17
2026
Q1 		$2.98M Sell
62,294
-63,244
-50% -$3.04M 0.84% 16
2025
Q4 		$6.03M Buy
125,538
+61,934
+97% +$2.98M 0.89% 16
2025
Q3 		$3.07M Sell
63,604
-8,484
-12% -$408K 0.97% 17
2025
Q2 		$3.46M Sell
72,088
-2,999
-4% -$143K 1.2% 15
2025
Q1 		$3.54M Buy
75,087
+1,723
+2% +$81.4K 1.45% 14
2024
Q4 		$3.44M Buy
73,364
+2,133
+3% +$101K 1.4% 15
2024
Q3 		$3.4M Sell
71,231
-788
-1% -$37.4K 1.35% 15
2024
Q2 		$3.38M Buy
72,019
+2,582
+4% +$121K 1.45% 14
2024
Q1 		$3.25M Buy
69,437
+3,563
+5% +$167K 1.44% 14
2023
Q4 		$3.1M Buy
65,874
+11,231
+21% +$523K 1.52% 14
2023
Q3 		$2.53M Buy
54,643
+7,191
+15% +$334K 1.55% 14
2023
Q2 		$2.2M Buy
47,452
+12,870
+37% +$599K 1.49% 13
2023
Q1 		$1.61M Buy
34,582
+1,170
+4% +$54.4K 1.16% 14
2022
Q4 		$1.54M Buy
33,412
+9,963
+42% +$458K 1.22% 12
2022
Q3 		$1.08M Buy
23,449
+6,237
+36% +$292K 1.03% 15
2022
Q2 		$807K Buy
+17,212
New +$813K 0.74% 16

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.7% in Q2 2026, selling an estimated $139K and leaving 59,382 shares worth $2.84M. The position accounts for 0.69% of the portfolio, ranked #17.

Henrickson Nauta Wealth Advisors first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.03M in Q4 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 59,382 shares of Dimensional Short-Duration Fixed Income ETF worth $2.84M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors sold 2,912 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $139K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.69% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Henrickson Nauta Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $6.03M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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