HNWA
DFSE

Henrickson Nauta Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1M Buy
20,467
+189
+0.9% +$9.04K 0.24% 37
2026
Q1 		$859K Sell
20,278
-17,828
-47% -$784K 0.24% 37
2025
Q4 		$1.64M Buy
38,106
+19,410
+104% +$803K 0.24% 36
2025
Q3 		$768K Buy
18,696
+1,071
+6% +$42.3K 0.24% 39
2025
Q2 		$671K Buy
17,625
+188
+1% +$6.59K 0.23% 41
2025
Q1 		$547K Buy
17,437
+6,435
+58% +$218K 0.22% 40
2024
Q4 		$365K Buy
11,002
+470
+4% +$16.2K 0.15% 55
2024
Q3 		$373K Buy
10,532
+266
+3% +$8.99K 0.15% 52
2024
Q2 		$344K Hold
10,266
– – 0.15% 55
2024
Q1 		$332K Buy
10,266
+325
+3% +$10.2K 0.15% 49
2023
Q4 		$314K Buy
9,941
+2,726
+38% +$81.5K 0.15% 56
2023
Q3 		$212K Buy
7,215
+346
+5% +$10.6K 0.13% 55
2023
Q2 		$209K Buy
+6,869
New +$206K 0.14% 55

Other funds holding DFSE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.93% in Q2 2026, buying an estimated $9.04K and bringing the position to 20,467 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #37.

Henrickson Nauta Wealth Advisors first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.64M in Q4 2025. 58 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 20,467 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 189 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $9.04K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.24% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • Henrickson Nauta Wealth Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $1.64M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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