HNWA
Henrickson Nauta Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
72,088
-2,999
| -4% | -$144K | 1.2% | 15 |
|
|
2025
Q1 | $3.54M | Buy |
75,087
+1,723
| +2% | +$81.3K | 1.45% | 14 |
|
|
2024
Q4 | $3.44M | Buy |
73,364
+2,133
| +3% | +$100K | 1.4% | 15 |
|
|
2024
Q3 | $3.4M | Sell |
71,231
-788
| -1% | -$37.6K | 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% | +$528K | 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% | +$597K | 1.49% | 13 |
|
|
2023
Q1 | $1.61M | Buy |
34,582
+1,170
| +4% | +$54.6K | 1.16% | 14 |
|
|
2022
Q4 | $1.54M | Buy |
33,412
+9,963
| +42% | +$459K | 1.22% | 12 |
|
|
2022
Q3 | $1.08M | Buy |
23,449
+6,237
| +36% | +$287K | 1.03% | 15 |
|
|
2022
Q2 | $807K | Buy |
+17,212
| New | +$807K | 0.74% | 16 |
|