LNWWM
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Laird Norton Wetherby Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$731K Hold
18,948
– – 0.03% 461
2025
Q2 		$679K Buy
+18,948
New +$632K 0.03% 477
2024
Q4 		$655K Buy
+18,948
New +$667K 0.03% 446

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's DFAC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q3 2025 at 18,948 shares worth $731K. The position accounts for 0.03% of the portfolio, ranked #461.

Laird Norton Wetherby Wealth Management first reported a position in DFAC in Q4 2024 and has held it in 3 quarters since. 1,048 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 18,948 shares of Dimensional US Core Equity 2 ETF worth $731K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management left its Dimensional US Core Equity 2 ETF share count unchanged in Q3 2025.
  • Dimensional US Core Equity 2 ETF made up 0.03% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #461 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.