Laird Norton Wetherby Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$990K	Hold	13,667	–	–	0.04%	383
2025 Q2	$916K	Buy	+13,667	New	+$846K	0.04%	390
2024 Q4	$871K	Sell	13,667 -2,993	-18%	-$192K	0.04%	366
2024 Q3	$1.04M	Hold	16,660	–	–	0.05%	348
2024 Q2	$980K	Hold	16,660	–	–	0.05%	355
2024 Q1	$949K	Hold	16,660	–	–	0.05%	372
2023 Q4	$863K	Hold	16,660	–	–	0.05%	389
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%	406
2022 Q4	$693K	Hold	16,660	–	–	0.04%	412
2022 Q3	$647K	Sell	16,660 -8,980	-35%	-$386K	0.05%	408
2022 Q2	$1.04M	Hold	25,640	–	–	0.07%	286
2022 Q1	$1.26M	Buy	25,640 +13,667	+114%	+$661K	0.07%	266
2021 Q4	$619K	Hold	11,973	–	–	0.03%	446
2021 Q3	$565K	Hold	11,973	–	–	0.03%	471
2021 Q2	$564K	Buy	+11,973	New	+$558K	0.03%	470

Other funds holding DFUS

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Dimensional US Equity ETF (DFUS) position steady in Q3 2025 at 13,667 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #383.

Laird Norton Wetherby Wealth Management first reported a position in DFUS in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.26M in Q1 2022. 761 funds tracked by Wall St. Rank hold DFUS as of Q3 2025.

Laird Norton Wetherby Wealth Management held 13,667 shares of Dimensional US Equity ETF worth $990K as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Dimensional US Equity ETF share count unchanged in Q3 2025.
Dimensional US Equity ETF made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #383 holding.
Laird Norton Wetherby Wealth Management first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 17 quarters since.
Laird Norton Wetherby Wealth Management's Dimensional US Equity ETF position peaked at $1.26M in Q1 2022.
761 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2025.

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