HNWA
Henrickson Nauta Wealth Advisors’s Dimensional International Small Cap Value ETF DISV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
343,779
+43,346
| +14% | +$1.43M | 3.92% | 8 |
|
|
2025
Q1 | $8.26M | Buy |
300,433
+57,667
| +24% | +$1.59M | 3.38% | 9 |
|
|
2024
Q4 | $6.45M | Buy |
242,766
+38,647
| +19% | +$1.03M | 2.62% | 12 |
|
|
2024
Q3 | $5.93M | Buy |
204,119
+8,164
| +4% | +$237K | 2.36% | 12 |
|
|
2024
Q2 | $5.27M | Buy |
195,955
+13,731
| +8% | +$369K | 2.25% | 12 |
|
|
2024
Q1 | $4.95M | Buy |
182,224
+30,202
| +20% | +$820K | 2.18% | 12 |
|
|
2023
Q4 | $3.92M | Buy |
152,022
+12,481
| +9% | +$322K | 1.92% | 13 |
|
|
2023
Q3 | $3.32M | Buy |
139,541
+29,542
| +27% | +$703K | 2.03% | 13 |
|
|
2023
Q2 | $2.6M | Buy |
109,999
+29,675
| +37% | +$702K | 1.77% | 12 |
|
|
2023
Q1 | $1.91M | Buy |
80,324
+16,447
| +26% | +$392K | 1.38% | 13 |
|
|
2022
Q4 | $1.42M | Buy |
63,877
+6,938
| +12% | +$154K | 1.13% | 14 |
|
|
2022
Q3 | $1.06M | Buy |
56,939
+25,063
| +79% | +$465K | 1.01% | 16 |
|
|
2022
Q2 | $671K | Buy |
+31,876
| New | +$671K | 0.61% | 19 |
|