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Laird Norton Wetherby Trust Company’s Dimensional US Targeted Value ETF 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
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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FPAS
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PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
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JTWM
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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 8,317 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #681.

Laird Norton Wetherby Trust Company first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 8,317 shares of Dimensional US Targeted Value ETF worth $519K as of Q1 2026.
  • Laird Norton Wetherby Trust Company left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #681 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

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