Correct. You can use Windows NFS server to create a mount point and run VMs from it but MSFT NFS is not on HCL. There's a good blog post on VMware blogs here:
How to Enable NFS on Windows 2008 and Present to ESX | VMware Support Insider - VMware Blogs
"Warning: Windows Services for UNIX is not a supported storage solution for use with ESX, and the information in this article is provided as-is. For a full list of supported storage solutions, refer to our Hardware Compatibility List. VMware provides support only for the devices that are listed in the Hardware Compatibility List."
We do recommend to use iSCSI (YES we'll be on 5.5 HCL again soon) to create a fault-tolerant VM data store with us and run VMs from it. This functionality for a pair of hyper-converged hosts (amount of VMware hosts using created HA data store is unlimited so it's OK to use data store replicated between 2 hosts in say 5 node VMware cluster) is free of charge for VMware users (Hyper-V is different). See:
http://www.starwindsoftware.com/starwind-virtual-san-free
You can use us to spawn a failover NFS file shares on top of an HA iSCSI volumes to create a general-purpose fault-tolerant NFS file server to store VDI profiles. See:
http://www.starwindsoftware.com/ns-configuring-ha-file-server-for-nfs-nas
At the end of the day you'll get a solution Nexenta sells for quite a money to pair VMware Virtual SAN. NexentaConnect? Something like this:
http://www.nexenta.com/products/nexentaconnect/nexentaconnect-vsan
Except we're not going to charge you a single cent for nether replicated block storage nor for failover NFS server 
Good luck and happy clustering!