Laird Norton Wetherby Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Buy |
+8,317
| New | +$449K | 0.02% | 601 |
|
|
2024
Q4 | $463K | Hold |
8,317
| – | – | 0.02% | 554 |
|
|
2024
Q3 | $463K | Sell |
8,317
-729
| -8% | -$40.6K | 0.02% | 587 |
|
|
2024
Q2 | $469K | Hold |
9,046
| – | – | 0.02% | 553 |
|
|
2024
Q1 | $492K | Hold |
9,046
| – | – | 0.02% | 556 |
|
|
2023
Q4 | $473K | Hold |
9,046
| – | – | 0.02% | 564 |
|
|
2023
Q3 | $413K | Hold |
9,046
| – | – | 0.02% | 584 |
|
|
2023
Q2 | $420K | Hold |
9,046
| – | – | 0.02% | 603 |
|
|
2023
Q1 | $403K | Hold |
9,046
| – | – | 0.02% | 606 |
|
|
2022
Q4 | $398K | Hold |
9,046
| – | – | 0.03% | 590 |
|
|
2022
Q3 | $353K | Sell |
9,046
-3,388
| -27% | -$132K | 0.02% | 597 |
|
|
2022
Q2 | $500K | Hold |
12,434
| – | – | 0.03% | 505 |
|
|
2022
Q1 | $579K | Buy |
12,434
+4,177
| +51% | +$195K | 0.03% | 475 |
|
|
2021
Q4 | $392K | Hold |
8,257
| – | – | 0.02% | 612 |
|
|
2021
Q3 | $367K | Hold |
8,257
| – | – | 0.02% | 609 |
|
|
2021
Q2 | $370K | Buy |
+8,257
| New | +$370K | 0.02% | 626 |
|