Laird Norton Wetherby Trust Company’s Dimensional US Equity ETF DFUS Stock Holding History

Laird Norton Wetherby Trust Company’s Portfolio DFUS Stock Details DFUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$983K	Buy	13,868 +201	+1%	+$14.9K	0.02%	492
2025 Q4	$1.01M	Buy	+13,667	New	+$1M	0.02%	493
2023 Q4	–	Sell	-8,216	Closed	-$382K	–	107
2023 Q3	$382K	Buy	8,216 +18	+0.2%	+$871	0.05%	81
2023 Q2	$395K	Buy	8,198 +18	+0.2%	+$819	0.05%	74
2023 Q1	$363K	Buy	8,180 +17	+0.2%	+$738	0.05%	72
2022 Q4	$340K	Buy	8,163 +25	+0.3%	+$1.04K	0.05%	74
2022 Q3	$315K	Buy	8,138 +2,800	+52%	+$120K	0.07%	52
2022 Q2	$217K	Buy	5,338 +19	+0.4%	+$842	0.03%	112
2022 Q1	$260K	Buy	5,319 +12	+0.2%	+$580	0.02%	159
2021 Q4	$274K	Buy	5,307 +21	+0.4%	+$1.05K	0.03%	156
2021 Q3	$249K	Sell	5,286 -5	-0.1%	-$242	0.03%	159
2021 Q2	$249K	Buy	+5,291	New	+$247K	0.03%	136

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Laird Norton Wetherby Trust Company increased its Dimensional US Equity ETF (DFUS) stake by 1.5% in Q1 2026, buying an estimated $14.9K and bringing the position to 13,868 shares worth $983K. The position accounts for 0.02% of the portfolio, ranked #492.

Laird Norton Wetherby Trust Company first reported a position in DFUS in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Laird Norton Wetherby Trust Company held 13,868 shares of Dimensional US Equity ETF worth $983K as of Q1 2026.
Laird Norton Wetherby Trust Company bought 201 Dimensional US Equity ETF shares in Q1 2026, an estimated $14.9K.
Dimensional US Equity ETF made up 0.02% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #492 holding.
Laird Norton Wetherby Trust Company first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 12 quarters since.
Laird Norton Wetherby Trust Company's Dimensional US Equity ETF position peaked at $1.01M in Q4 2025.
850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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