AVUS — AVANTIS U.S. EQUITY ETF

Ownership history in Henrickson Nauta Wealth Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Henrickson Nauta Wealth Advisors, Inc. reported a position in AVANTIS U.S. EQUITY ETF (AVUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.21% (2022 Q4)
Avg. % of fund
7.95%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 390,002 +193,491 +98.5% 6.59% $44.7M $111.54
2025 Q3 REDUCED 196,511 -352 -0.2% 6.76% $21.4M $108.15
2025 Q2 ADDED 196,863 +7,937 +4.2% 6.87% $19.8M $100.06
2025 Q1 ADDED 188,926 +3,981 +2.2% 6.63% $16.2M $91.39
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AVUS price (monthly, adj. close)

Other funds also holding AVUS

As of 2025 Q4 — sorted by position size

Oak Root LLC 39.27% BCR Wealth Strategies, LLC 3Y 25.24% WMG Financial Advisors, LLC 3Y 23.12% Great Point Wealth Advisors, LLC 3Y 7Y 22.9% Align Financial, LLC 20.88% RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 3Y 17.17% Quantum Financial Advisors, LLC 3Y 15.48% Signature Resources Capital Management, LLC 15.35% McLean Asset Management Corp 3Y 13.9% Trace Wealth Advisors, LLC 13.28%
← Back to Henrickson Nauta Wealth Advisors, Inc. Holdings