Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Henrickson Nauta Wealth Advisors, Inc. (CIK 1903859) reported $356.3M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($89.3M, 25.07%), DFIC ($47.6M, 13.37%), DFAT ($23.4M, 6.55%), AVUS ($21.8M, 6.10%), AVDE ($19.9M, 5.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $89.3M | 25.07% | 2.3M | Trimmed |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $47.6M | 13.37% | 1.3M | Trimmed |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $23.4M | 6.55% | 373,958 | Trimmed |
| 4 | AVUS | AMERICAN CENTY ETF TR | $21.8M | 6.10% | 195,625 | Trimmed |
| 5 | AVDE | AMERICAN CENTY ETF TR | $19.9M | 5.59% | 234,645 | Trimmed |
| 6 | DISV | DIMENSIONAL ETF TRUST | $17.9M | 5.02% | 453,448 | Trimmed |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $17.1M | 4.81% | 495,857 | Trimmed |
| 8 | AVDV | AMERICAN CENTY ETF TR | $14.8M | 4.17% | 148,675 | Trimmed |
| 9 | AVUV | AMERICAN CENTY ETF TR | $11.4M | 3.20% | 103,367 | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $10.7M | 2.99% | 132,225 | Trimmed |
| 11 | DFAX | DIMENSIONAL ETF TRUST | $7.9M | 2.21% | 232,288 | Trimmed |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $5.7M | 1.60% | 214,005 | Trimmed |
| 13 | ITW | ILLINOIS TOOL WKS INC | $4.7M | 1.32% | 18,025 | Trimmed |
| 14 | DFIP | DIMENSIONAL ETF TRUST | $4.6M | 1.29% | 110,231 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 1.07% | 5,883 | Trimmed |
| 16 | DFSD | DIMENSIONAL ETF TRUST | $3.0M | 0.84% | 62,294 | Trimmed |
| 17 | IVV | ISHARES TR | $2.6M | 0.74% | 4,055 | Trimmed |
| 18 | UFPI | UFP INDUSTRIES INC | $2.2M | 0.61% | 23,518 | Trimmed |
| 19 | DFSI | DIMENSIONAL ETF TRUST | $2.0M | 0.56% | 46,669 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $1.5M | 0.43% | 8,774 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $1.4M | 0.40% | 3,897 | Trimmed |
| 22 | EFA | ISHARES TR | $1.4M | 0.40% | 14,632 | Trimmed |
| 23 | AAPL | APPLE INC | $1.4M | 0.38% | 5,362 | Trimmed |
| 24 | AVSD | AMERICAN CENTY ETF TR | $1.3M | 0.35% | 17,010 | Trimmed |
| 25 | DFSU | DIMENSIONAL ETF TRUST | $1.2M | 0.35% | 29,961 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31