Henrickson Nauta Wealth Advisors, Inc. Incresed Positions in Q1 2025

Henrickson Nauta Wealth Advisors, Inc.

  • $255 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
185K
+ 27.35%
$25.54 - $28.79 $4.71M - $5.31M
859K $24.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
57.7K
+ 23.75%
$26.09 - $30.21 $1.5M - $1.74M
300K $8.86M
AVDE
American Centy ETF Tr Avantis

ETFs
3.39K
+ 1.46%
$60.63 - $68.55 $206K - $233K
236K $15.8M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
139K
+ 7.85%
$32.42 - $36.13 $4.52M - $5.04M
1.92M $62.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
36.4K
+ 12.12%
$25.35 - $27.46 $922K - $998K
336K $8.94M
AVEM
American Centy ETF Tr Avantis

ETFs
12.9K
+ 11.0%
$57.11 - $62.4 $739K - $807K
131K $7.88M
DFIP
Dimensional ETF Tr Inflation P

ETFs
13.1K
+ 30.81%
$40.27 - $42.04 $528K - $551K
55.6K $2.34M
UFPI
Ufp Industries Inc

Basic Materials
16.1K
+ 7.38%
$103.91 - $118.67 $1.67M - $1.91M
233K $24.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
23.1K
+ 9.33%
$50.44 - $58.1 $1.17M - $1.34M
271K $13.9M
AVRE
American Centy ETF Tr Avantis
3.32K
+ 29.25%
$40.62 - $44.31 $135K - $147K
14.7K $627K
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.72K
+ 2.35%
$46.74 - $47.55 $80.5K - $81.9K
75.1K $3.57M
JNJ
Johnson & Johnson

Healthcare
143
+ 9.79%
$142.06 - $167.7 $20.3K - $24K
1.6K $266K
KLAC
Kla Corp

Technology
7
+ 0.99%
$636.62 - $777.63 $4.46K - $5.44K
713 $484K
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 2.01%
$225.19 - $279.95 $15.5K - $19.3K
3.51K $859K
TRV
Travelers Companies, Inc.

Financial Services
12
+ 0.87%
$232.43 - $265.13 $2.79K - $3.18K
1.4K $369K
CMS
Cms Energy Corp

Utilities
13
+ 0.37%
$64.99 - $75.11 $845 - $976
3.52K $264K
EPD
Enterprise Products Partners L.P.

Energy
168
+ 2.24%
$31.75 - $34.14 $5.33K - $5.74K
7.68K $262K
SYK
Stryker Corp

Healthcare
4
+ 0.26%
$355.18 - $399.9 $1.42K - $1.6K
1.53K $567K
PEP
Pepsico Inc

Consumer Defensive
116
+ 6.51%
$142.64 - $156.42 $16.5K - $18.1K
1.9K $284K
TSCO
Tractor Supply CO

Consumer Cyclical
28
+ 0.51%
$51.66 - $57.94 $1.45K - $1.62K
5.49K $302K
APD
Air Products & Chemicals, Inc.

Basic Materials
15
+ 1.11%
$283.24 - $338.07 $4.25K - $5.07K
1.37K $402K
EWC
Ishares Msci Canada ETF

ETFs
121
+ 0.71%
$39.3 - $42.52 $4.76K - $5.14K
17.2K $698K
TJX
Tjx Companies Inc

Consumer Cyclical
31
+ 1.86%
$112.81 - $126.16 $3.5K - $3.91K
1.7K $207K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.29%
$158.56 - $176.26 $634 - $705
1.4K $238K
DFSU
Dimensional ETF Tr Dimen Us Su
16.8K
+ 110.69%
N/A
31.9K $0
Dimensional ETF Trust
14.5K
+ 16.6%
N/A
102K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
6.44K
+ 58.49%
N/A
17.4K $0
DFSI
Dimensional ETF Tr Dimen Intl
15.2K
+ 54.67%
N/A
42.9K $0
OKE
Oneok Inc

Energy
15
+ 0.37%
$89.57 - $109.85 $1.34K - $1.65K
4.07K $403K
META
Meta Platforms, Inc.

Communication Services
13
+ 0.99%
$576.36 - $736.67 $7.49K - $9.58K
1.32K $763K
HBAN
Huntington Bancshares Inc

Financial Services
317
+ 2.63%
$14.28 - $17.39 $4.53K - $5.51K
12.4K $185K
FITB
Fifth Third Bancorp

Financial Services
57
+ 0.96%
$37.48 - $44.96 $2.14K - $2.56K
5.97K $234K
IVV
Ishares Core S&P 500 ETF

ETFs
85
+ 3.8%
$554.06 - $615.85 $47.1K - $52.3K
2.32K $1.3M
AAPL
Apple Inc.

Technology
315
+ 8.16%
$209.68 - $247.1 $66K - $77.8K
4.17K $927K
GOOG
Alphabet Inc.

Communication Services
82
+ 4.76%
$156.06 - $207.71 $12.8K - $17K
1.8K $281K
GOOGL
Alphabet Inc.

Communication Services
158
+ 4.73%
$154.33 - $206.19 $24.4K - $32.6K
3.5K $540K
AVUV
American Centy ETF Tr Avantis

ETFs
9.29K
+ 9.87%
$84.95 - $100.62 $789K - $934K
103K $8.99M
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.03%
$244.9 - $274.48 $1.22K - $1.37K
18K $4.47M
OXBR
Oxbridge Re Holdings LTD

Financial Services
9.4K
+ 15.85%
$1.89 - $5.6 $17.8K - $52.6K
68.7K $138K
MSFT
Microsoft Corp

Technology
75
+ 2.58%
$375.39 - $447.2 $28.2K - $33.5K
2.98K $1.12M
AVUS
American Centy ETF Tr Avantis

ETFs
3.98K
+ 2.15%
$90.7 - $101.57 $361K - $404K
189K $17.3M
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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