Laird Norton Wetherby Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$484K	Hold	8,317	–	–	0.02%	597
2025 Q2	$449K	Buy	+8,317	New	+$424K	0.02%	602
2024 Q4	$463K	Hold	8,317	–	–	0.02%	554
2024 Q3	$463K	Sell	8,317 -729	-8%	-$39.4K	0.02%	587
2024 Q2	$469K	Hold	9,046	–	–	0.02%	555
2024 Q1	$492K	Hold	9,046	–	–	0.02%	559
2023 Q4	$473K	Hold	9,046	–	–	0.02%	565
2023 Q3	$413K	Hold	9,046	–	–	0.02%	585
2023 Q2	$420K	Hold	9,046	–	–	0.02%	604
2023 Q1	$403K	Hold	9,046	–	–	0.02%	607
2022 Q4	$398K	Hold	9,046	–	–	0.03%	592
2022 Q3	$353K	Sell	9,046 -3,388	-27%	-$145K	0.02%	599
2022 Q2	$500K	Hold	12,434	–	–	0.03%	505
2022 Q1	$579K	Buy	12,434 +4,177	+51%	+$194K	0.03%	475
2021 Q4	$392K	Hold	8,257	–	–	0.02%	621
2021 Q3	$367K	Hold	8,257	–	–	0.02%	623
2021 Q2	$370K	Buy	+8,257	New	+$371K	0.02%	634

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

WCWM

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Dimensional US Targeted Value ETF (DFAT) position steady in Q3 2025 at 8,317 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #597.

Laird Norton Wetherby Wealth Management first reported a position in DFAT in Q2 2021 and has held it in 17 quarters since. The position peaked at $579K in Q1 2022. 731 funds tracked by Wall St. Rank hold DFAT as of Q3 2025.

Laird Norton Wetherby Wealth Management held 8,317 shares of Dimensional US Targeted Value ETF worth $484K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Dimensional US Targeted Value ETF share count unchanged in Q3 2025.
Dimensional US Targeted Value ETF made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #597 holding.
Laird Norton Wetherby Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q2 2021 and has held it in 17 quarters since.
Laird Norton Wetherby Wealth Management's Dimensional US Targeted Value ETF position peaked at $579K in Q1 2022.
731 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2025.

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