Henrickson Nauta Wealth Advisors, Inc.
Annual return '25
+9.4%
SPY '25
+17.7%
Alpha
-8.3ptsvs SPY
Invested
$356.3M
Holdings
115
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Sold 4.4% (1.13M → 1.08M shares)
25.1%
02
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
13.4%
03
$DFAT
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.6%
04
$AVUS
AMERICAN CENTY ETF TR
Held since at least Q1 2024
6.1%
05
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
5.6%
06
$DISV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.0%
07
$DFEM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.8%
08
$AVDV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.2%
09
$AVUV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.2%
10
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:48 UTC.