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Jeffery Nauta

@Henrickson Nauta Wealth Advisors, Inc.

Latest period2024 - Q4ReportedManaged Assets$246.067MTotal holdings82
Assets growth rate-2.3%Assets growth rate (2-Q avg)2.62%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Henrickson Nauta Wealth Advisors, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 82 positions.

Assets under management

The assets under management (AUM) of Henrickson Nauta Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 246.067M in assets, with a quarterly growth rate of -2.3% and a 2-quarter average growth rate of 2.62%. The portfolio is managed by Jeffery Nauta, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFACDimensional Etf Trust
Recent Activity
Increased 0.46%
24.98%
$61.465M
1.777M shares@ $34.59 avg price
UFPIUfp Industries Inc
Recent Activity
Decreased -9.77%
9.96%
$24.492M
217,414 shares@ $112.65 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Decreased -0.85%
7.29%
$17.927M
184,945 shares@ $96.94 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 24.66%
7.09%
$17.437M
674,670 shares@ $25.85 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Decreased -0.07%
5.8%
$14.259M
232,340 shares@ $61.37 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 6.56%
5.61%
$13.786M
247,683 shares@ $55.67 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Decreased -0.39%
4.15%
$10.199M
156,722 shares@ $65.09 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Decreased -3.52%
3.7%
$9.081M
94,076 shares@ $96.53 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 12.94%
3.2%
$7.858M
300,019 shares@ $26.2 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -1.6%
2.81%
$6.912M
117,572 shares@ $58.8 avg price