Laird Norton Wetherby Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $990K | Hold |
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|
2025
Q2 | $916K | Buy |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $980K | Hold |
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|
2024
Q1 | $949K | Hold |
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|
2023
Q4 | $863K | Hold |
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|
2023
Q3 | $776K | Hold |
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|
2023
Q2 | $802K | Hold |
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|
2023
Q1 | $740K | Hold |
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|
2022
Q4 | $693K | Hold |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $1.04M | Hold |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $619K | Hold |
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|
2021
Q3 | $565K | Hold |
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|
2021
Q2 | $564K | Buy |
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