HNWA
Henrickson Nauta Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
43,886
+937
| +2% | +$36.9K | 0.6% | 18 |
|
|
2025
Q1 | $1.44M | Buy |
42,949
+15,180
| +55% | +$507K | 0.59% | 18 |
|
|
2024
Q4 | $912K | Buy |
27,769
+3,812
| +16% | +$125K | 0.37% | 27 |
|
|
2024
Q3 | $856K | Buy |
23,957
+1,672
| +8% | +$59.8K | 0.34% | 27 |
|
|
2024
Q2 | $734K | Buy |
22,285
+1,195
| +6% | +$39.4K | 0.31% | 32 |
|
|
2024
Q1 | $695K | Buy |
21,090
+257
| +1% | +$8.47K | 0.31% | 31 |
|
|
2023
Q4 | $667K | Buy |
20,833
+4,650
| +29% | +$149K | 0.33% | 33 |
|
|
2023
Q3 | $465K | Buy |
16,183
+5,197
| +47% | +$149K | 0.28% | 29 |
|
|
2023
Q2 | $335K | Buy |
10,986
+3,842
| +54% | +$117K | 0.23% | 38 |
|
|
2023
Q1 | $215K | Buy |
+7,144
| New | +$215K | 0.15% | 54 |
|