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Jeffery Nauta

Henrickson Nauta Wealth Advisors, Inc.

Assets Managed
$410.451M
Holdings
118
Last Quarter
2026 - Q2
Filed Date
18d ago
Growth Rate
15.2%(2Q avg: -16.11%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Henrickson Nauta Wealth Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 118 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 410.451M in assets, with a quarterly growth rate of 15.2% and a 2-quarter average growth rate of -16.11%. The portfolio is managed by Jeffery Nauta, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 2.99%
25.59%
$105.033M
2.368M shares@ $44.36 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 5.74%
12.88%
$52.831M
1.418M shares@ $37.26 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 2.87%
6.56%
$26.889M
384,676 shares@ $69.9 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -1.58%
6.01%
$24.66M
192,534 shares@ $128.09 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 3.87%
5.1%
$20.93M
515,022 shares@ $40.64 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -1.42%
5.03%
$20.632M
231,296 shares@ $89.2 avg price
DISV
Dimensional International Sm
Recent Activity
Increased 3.4%
4.59%
$18.815M
468,855 shares@ $40.14 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Decreased -1.81%
3.67%
$15.044M
145,978 shares@ $103.06 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.01%
3.15%
$12.897M
103,370 shares@ $124.77 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -1.84%
3.06%
$12.523M
129,783 shares@ $96.49 avg price

1-10 of 118