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Laird Norton Wetherby Trust Company’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.52M Buy
39,074
+5,491
+16% +$221K 0.03% 379
2025
Q4 		$1.33M Buy
+33,583
New +$1.31M 0.03% 427

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Laird Norton Wetherby Trust Company's DFAC Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 16% in Q1 2026, buying an estimated $221K and bringing the position to 39,074 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #379.

Laird Norton Wetherby Trust Company first reported a position in DFAC in Q4 2025 and has held it in 2 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 39,074 shares of Dimensional US Core Equity 2 ETF worth $1.52M as of Q1 2026.
  • Laird Norton Wetherby Trust Company bought 5,491 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $221K.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #379 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Dimensional US Core Equity 2 ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.