HNWA
DFSU

Henrickson Nauta Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
30,004
+43
+0.1% +$1.95K 0.34% 28
2026
Q1 		$1.23M Sell
29,961
-23,905
-44% -$1.03M 0.35% 25
2025
Q4 		$2.39M Buy
53,866
+28,023
+108% +$1.2M 0.35% 24
2025
Q3 		$1.1M Buy
25,843
+1,151
+5% +$47.1K 0.35% 25
2025
Q2 		$969K Sell
24,692
-7,209
-23% -$263K 0.34% 28
2025
Q1 		$1.07M Buy
31,901
+16,760
+111% +$636K 0.44% 23
2024
Q4 		$574K Sell
15,141
-3,404
-18% -$130K 0.23% 40
2024
Q3 		$690K Buy
18,545
+783
+4% +$28K 0.27% 37
2024
Q2 		$619K Buy
17,762
+440
+3% +$14.9K 0.26% 39
2024
Q1 		$580K Buy
17,322
+92
+0.5% +$2.99K 0.26% 39
2023
Q4 		$536K Buy
17,230
+3,291
+24% +$94.8K 0.26% 38
2023
Q3 		$387K Buy
13,939
+3,901
+39% +$113K 0.24% 35
2023
Q2 		$288K Buy
+10,038
New +$272K 0.2% 45

Other funds holding DFSU

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

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

Henrickson Nauta Wealth Advisors increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.14% in Q2 2026, buying an estimated $1.95K and bringing the position to 30,004 shares worth $1.4M. The position accounts for 0.34% of the portfolio, ranked #28.

Henrickson Nauta Wealth Advisors first reported a position in DFSU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q4 2025. 55 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Henrickson Nauta Wealth Advisors held 30,004 shares of Dimensional US Sustainability Core 1 ETF worth $1.4M as of Q2 2026.
  • Henrickson Nauta Wealth Advisors bought 43 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.95K.
  • Dimensional US Sustainability Core 1 ETF made up 0.34% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Dimensional US Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • Henrickson Nauta Wealth Advisors's Dimensional US Sustainability Core 1 ETF position peaked at $2.39M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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