Henrickson Nauta Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFSI Stock Details DFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.2M	Buy	48,794 +2,125	+5%	+$95.5K	0.54%	20
2026 Q1	$1.98M	Sell	46,669 -45,075	-49%	-$2M	0.56%	19
2025 Q4	$4.02M	Buy	91,744 +47,061	+105%	+$1.96M	0.59%	18
2025 Q3	$1.83M	Buy	44,683 +797	+2%	+$31.9K	0.58%	18
2025 Q2	$1.73M	Buy	43,886 +937	+2%	+$34.8K	0.6%	18
2025 Q1	$1.44M	Buy	42,949 +15,180	+55%	+$527K	0.59%	18
2024 Q4	$912K	Buy	27,769 +3,812	+16%	+$130K	0.37%	27
2024 Q3	$856K	Buy	23,957 +1,672	+8%	+$57.2K	0.34%	27
2024 Q2	$734K	Buy	22,285 +1,195	+6%	+$39.8K	0.31%	32
2024 Q1	$695K	Buy	21,090 +257	+1%	+$8.31K	0.31%	31
2023 Q4	$667K	Buy	20,833 +4,650	+29%	+$137K	0.33%	33
2023 Q3	$465K	Buy	16,183 +5,197	+47%	+$156K	0.28%	29
2023 Q2	$335K	Buy	10,986 +3,842	+54%	+$117K	0.23%	38
2023 Q1	$215K	Buy	+7,144	New	+$211K	0.15%	54

Other funds holding DFSI

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.6% in Q2 2026, buying an estimated $95.5K and bringing the position to 48,794 shares worth $2.2M. The position accounts for 0.54% of the portfolio, ranked #20.

Henrickson Nauta Wealth Advisors first reported a position in DFSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.02M in Q4 2025. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Henrickson Nauta Wealth Advisors held 48,794 shares of Dimensional International Sustainability Core 1 ETF worth $2.2M as of Q2 2026.
Henrickson Nauta Wealth Advisors bought 2,125 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $95.5K.
Dimensional International Sustainability Core 1 ETF made up 0.54% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Henrickson Nauta Wealth Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
Henrickson Nauta Wealth Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $4.02M in Q4 2025.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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