Jeffery Nauta

Henrickson Nauta Wealth Advisors, Inc.

Assets Managed

$356.319M

Holdings

106

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

-47.41%(2Q avg: 33.49%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Henrickson Nauta Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 106 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 2026 - Q1, they manage 356.319M in assets, with a quarterly growth rate of -47.41% and a 2-quarter average growth rate of 33.49%. The portfolio is managed by Jeffery Nauta, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFAC Dimensional Us Core Equity 2 Recent Activity Decreased -47.33%	25.08%	$89.343M 2.299M shares@ $38.86 avg price	Decreased -47.33%
DFIC Dimensional International Co Recent Activity Decreased -46.33%	13.38%	$47.647M 1.341M shares@ $35.53 avg price	Decreased -46.33%
DFAT Dimensional Us Target Value Recent Activity Decreased -47.47%	6.56%	$23.354M 373,958 shares@ $62.45 avg price	Decreased -47.47%
AVUS Avantis U.s. Equity Etf Recent Activity Decreased -49.84%	6.11%	$21.751M 195,625 shares@ $111.19 avg price	Decreased -49.84%
AVDE Avantis International Equity Recent Activity Decreased -49.74%	5.59%	$19.906M 234,645 shares@ $84.84 avg price	Decreased -49.74%
DISV Dimensional International Sm Recent Activity Decreased -47.7%	5.02%	$17.884M 453,448 shares@ $39.44 avg price	Decreased -47.7%
DFEM Dimensional Emerging Markets Recent Activity Decreased -45.6%	4.81%	$17.132M 495,857 shares@ $34.55 avg price	Decreased -45.6%
AVDV Avantis Intl S C Value Etf Recent Activity Decreased -49.56%	4.17%	$14.847M 148,675 shares@ $99.87 avg price	Decreased -49.56%
AVUV Avantis Us Small Cap Value Recent Activity Decreased -50.43%	3.21%	$11.419M 103,367 shares@ $110.48 avg price	Decreased -50.43%
AVEM Avantis Emerging Markets Eq Recent Activity Decreased -48.66%	3%	$10.655M 132,225 shares@ $80.59 avg price	Decreased -48.66%

1-10 of 106