| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | 11 | Q2 2024 | 33.0% |
| AVANTIS U.S. EQUITY ETF | 11 | Q2 2024 | 10.2% |
| AVANTIS INTERNATIONAL EQUITY ETF | 11 | Q2 2024 | 8.5% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 11 | Q2 2024 | 7.6% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 11 | Q2 2024 | 6.2% |
| AVANTIS U.S. SMALL CAP VALUE ETF | 11 | Q2 2024 | 6.7% |
| UFP INDUSTRIES INC COM | 11 | Q2 2024 | 12.8% |
| DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 11 | Q2 2024 | 5.9% |
| AVANTIS EMERGING MARKETS EQUITY ETF | 11 | Q2 2024 | 5.5% |
| ILLINOIS TOOL WKS INC COM | 11 | Q2 2024 | 3.0% |
View Henrickson Nauta Wealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-05 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-27 |
View Henrickson Nauta Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.