Laird Norton Wetherby Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.41M | Hold |
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|
2023
Q4 | $1.35M | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.18M | Hold |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $643K | Hold |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $705K | Buy |
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|
2021
Q4 | $471K | Hold |
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|
2021
Q3 | $451K | Hold |
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|
2021
Q2 | $458K | Buy |
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