LNWWM
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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

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