Laird Norton Wetherby Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $484K | Hold |
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|
2025
Q2 | $449K | Buy |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $463K | Sell |
|
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|
2024
Q2 | $469K | Hold |
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|
2024
Q1 | $492K | Hold |
|
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|
2023
Q4 | $473K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $420K | Hold |
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|
2023
Q1 | $403K | Hold |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $500K | Hold |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $392K | Hold |
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|
2021
Q3 | $367K | Hold |
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|
2021
Q2 | $370K | Buy |
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