HNWA
Henrickson Nauta Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
17,625
+188
| +1% | +$7.16K | 0.23% | 41 |
|
|
2025
Q1 | $547K | Buy |
17,437
+6,435
| +58% | +$202K | 0.22% | 40 |
|
|
2024
Q4 | $365K | Buy |
11,002
+470
| +4% | +$15.6K | 0.15% | 55 |
|
|
2024
Q3 | $373K | Buy |
10,532
+266
| +3% | +$9.42K | 0.15% | 52 |
|
|
2024
Q2 | $344K | Hold |
10,266
| – | – | 0.15% | 55 |
|
|
2024
Q1 | $332K | Buy |
10,266
+325
| +3% | +$10.5K | 0.15% | 49 |
|
|
2023
Q4 | $314K | Buy |
9,941
+2,726
| +38% | +$86.2K | 0.15% | 56 |
|
|
2023
Q3 | $212K | Buy |
7,215
+346
| +5% | +$10.2K | 0.13% | 55 |
|
|
2023
Q2 | $209K | Buy |
+6,869
| New | +$209K | 0.14% | 55 |
|