HNWA
Henrickson Nauta Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Sell |
24,692
-7,209
| -23% | -$283K | 0.34% | 28 |
|
|
2025
Q1 | $1.07M | Buy |
31,901
+16,760
| +111% | +$562K | 0.44% | 23 |
|
|
2024
Q4 | $574K | Sell |
15,141
-3,404
| -18% | -$129K | 0.23% | 40 |
|
|
2024
Q3 | $690K | Buy |
18,545
+783
| +4% | +$29.1K | 0.27% | 37 |
|
|
2024
Q2 | $619K | Buy |
17,762
+440
| +3% | +$15.3K | 0.26% | 39 |
|
|
2024
Q1 | $580K | Buy |
17,322
+92
| +0.5% | +$3.08K | 0.26% | 39 |
|
|
2023
Q4 | $536K | Buy |
17,230
+3,291
| +24% | +$102K | 0.26% | 38 |
|
|
2023
Q3 | $387K | Buy |
13,939
+3,901
| +39% | +$108K | 0.24% | 35 |
|
|
2023
Q2 | $288K | Buy |
+10,038
| New | +$288K | 0.2% | 45 |
|