Laird Norton Wetherby Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $916K | Buy |
+13,667
| New | +$916K | 0.04% | 390 |
|
|
2024
Q4 | $871K | Sell |
13,667
-2,993
| -18% | -$191K | 0.04% | 366 |
|
|
2024
Q3 | $1.04M | Hold |
16,660
| – | – | 0.05% | 348 |
|
|
2024
Q2 | $980K | Hold |
16,660
| – | – | 0.05% | 354 |
|
|
2024
Q1 | $949K | Hold |
16,660
| – | – | 0.05% | 371 |
|
|
2023
Q4 | $863K | Hold |
16,660
| – | – | 0.05% | 388 |
|
|
2023
Q3 | $776K | Hold |
16,660
| – | – | 0.04% | 393 |
|
|
2023
Q2 | $802K | Hold |
16,660
| – | – | 0.04% | 391 |
|
|
2023
Q1 | $740K | Hold |
16,660
| – | – | 0.04% | 405 |
|
|
2022
Q4 | $693K | Hold |
16,660
| – | – | 0.04% | 412 |
|
|
2022
Q3 | $647K | Sell |
16,660
-8,980
| -35% | -$349K | 0.05% | 408 |
|
|
2022
Q2 | $1.05M | Hold |
25,640
| – | – | 0.07% | 286 |
|
|
2022
Q1 | $1.26M | Buy |
25,640
+13,667
| +114% | +$670K | 0.07% | 266 |
|
|
2021
Q4 | $619K | Hold |
11,973
| – | – | 0.03% | 442 |
|
|
2021
Q3 | $565K | Hold |
11,973
| – | – | 0.03% | 467 |
|
|
2021
Q2 | $564K | Buy |
+11,973
| New | +$564K | 0.03% | 465 |
|