Henrickson Nauta Wealth Advisors, Inc. - Portfolio overview
Henrickson Nauta Wealth Advisors, Inc. has 110 reported holdings in this dataset, with the latest filing dated 2026-04-16.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Industrials.
Largest reported holdings by portfolio allocation
- DFAC - DIMENSIONAL ETF TRUST, 25.01%
- DFIC - DIMENSIONAL ETF TRUST, 13.34%
- DFAT - DIMENSIONAL ETF TRUST, 6.54%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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