Laird Norton Wetherby Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.92M	Hold	65,323	–	–	0.12%	157
2025 Q2	$2.76M	Buy	+65,323	New	+$2.62M	0.12%	160
2024 Q4	$2.67M	Hold	65,323	–	–	0.13%	150
2024 Q3	$2.72M	Sell	65,323 -1,679	-3%	-$67.9K	0.12%	166
2024 Q2	$2.63M	Sell	67,002 -1,222	-2%	-$48.4K	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%	-$1.82K	0.13%	149
2023 Q2	$2.36M	Hold	68,276	–	–	0.13%	158
2023 Q1	$2.29M	Sell	68,276 -1,899	-3%	-$65K	0.13%	153
2022 Q4	$2.35M	Hold	70,175	–	–	0.15%	149
2022 Q3	$2.08M	Sell	70,175 -5,192	-7%	-$169K	0.15%	139
2022 Q2	$2.38M	Buy	+75,367	New	+$2.51M	0.16%	123

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

IFA

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2025 at 65,323 shares worth $2.92M. The position accounts for 0.12% of the portfolio, ranked #157.

Laird Norton Wetherby Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 13 quarters since. 688 funds tracked by Wall St. Rank hold DFUV as of Q3 2025.

Laird Norton Wetherby Wealth Management held 65,323 shares of Dimensional US Marketwide Value ETF worth $2.92M as of Q3 2025.
Laird Norton Wetherby Wealth Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2025.
Dimensional US Marketwide Value ETF made up 0.12% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #157 holding.
Laird Norton Wetherby Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 13 quarters since.
688 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2025.

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