LNWWM
Laird Norton Wetherby Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
+65,323
| New | +$2.76M | 0.12% | 160 |
|
|
2024
Q4 | $2.67M | Hold |
65,323
| – | – | 0.13% | 150 |
|
|
2024
Q3 | $2.72M | Sell |
65,323
-1,679
| -3% | -$70K | 0.12% | 166 |
|
|
2024
Q2 | $2.63M | Sell |
67,002
-1,222
| -2% | -$48K | 0.12% | 163 |
|
|
2024
Q1 | $2.79M | Hold |
68,224
| – | – | 0.13% | 143 |
|
|
2023
Q4 | $2.54M | Hold |
68,224
| – | – | 0.13% | 152 |
|
|
2023
Q3 | $2.32M | Sell |
68,224
-52
| -0.1% | -$1.77K | 0.13% | 149 |
|
|
2023
Q2 | $2.36M | Hold |
68,276
| – | – | 0.13% | 158 |
|
|
2023
Q1 | $2.29M | Sell |
68,276
-1,899
| -3% | -$63.6K | 0.13% | 153 |
|
|
2022
Q4 | $2.35M | Hold |
70,175
| – | – | 0.15% | 149 |
|
|
2022
Q3 | $2.08M | Sell |
70,175
-5,192
| -7% | -$154K | 0.15% | 139 |
|
|
2022
Q2 | $2.38M | Buy |
+75,367
| New | +$2.38M | 0.16% | 123 |
|