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Laird Norton Wetherby Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.56M Buy
22,799
+355
+2% +$23.7K 0.06% 278
2025
Q2 		$1.43M Buy
+22,444
New +$1.35M 0.06% 281
2024
Q4 		$1.17M Sell
17,904
-240
-1% -$16.1K 0.06% 303
2024
Q3 		$1.18M Sell
18,144
-2,636
-13% -$165K 0.05% 320
2024
Q2 		$1.25M Sell
20,780
-1,829
-8% -$110K 0.06% 295
2024
Q1 		$1.41M Hold
22,609
– – 0.07% 283
2023
Q4 		$1.35M Sell
22,609
-850
-4% -$45.5K 0.07% 280
2023
Q3 		$1.23M Buy
23,459
+1,839
+9% +$101K 0.07% 292
2023
Q2 		$1.18M Hold
21,620
– – 0.06% 302
2023
Q1 		$1.14M Buy
21,620
+9,043
+72% +$490K 0.07% 313
2022
Q4 		$643K Hold
12,577
– – 0.04% 434
2022
Q3 		$585K Sell
12,577
-580
-4% -$29.6K 0.04% 439
2022
Q2 		$632K Buy
13,157
+580
+5% +$30.1K 0.04% 417
2022
Q1 		$705K Buy
12,577
+4,729
+60% +$266K 0.04% 407
2021
Q4 		$471K Hold
7,848
– – 0.03% 549
2021
Q3 		$451K Hold
7,848
– – 0.03% 540
2021
Q2 		$458K Buy
+7,848
New +$457K 0.03% 549

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management increased its Dimensional US Small Cap ETF (DFAS) stake by 1.6% in Q3 2025, buying an estimated $23.7K and bringing the position to 22,799 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #278.

Laird Norton Wetherby Wealth Management first reported a position in DFAS in Q2 2021 and has held it in 17 quarters since. 783 funds tracked by Wall St. Rank hold DFAS as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 22,799 shares of Dimensional US Small Cap ETF worth $1.56M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 355 Dimensional US Small Cap ETF shares in Q3 2025, an estimated $23.7K.
  • Dimensional US Small Cap ETF made up 0.06% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #278 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • 783 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2025.

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