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Laird Norton Wetherby Trust Company’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$581K Hold
8,317
– – 0.01% 668
2026
Q1 		$519K Hold
8,317
– – 0.01% 681
2025
Q4 		$495K Buy
+8,317
New +$485K 0.01% 717

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FFM
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IFA
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PFA
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FPAS
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SC
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EWA
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JTWM
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ADL
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Laird Norton Wetherby Trust Company's DFAT Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company held its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) position steady in Q2 2026 at 8,317 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #668.

Laird Norton Wetherby Trust Company first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 8,317 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $581K as of Q2 2026.
  • Laird Norton Wetherby Trust Company left its U.S. Targeted Value Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #668 holding.
  • Laird Norton Wetherby Trust Company first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.