Washington Trust Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Washington Trust Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.73M	Buy	38,906 +8,611	+28%	+$368K	0.13%	92
2026 Q1	$1.18M	Buy	30,295 +10,763	+55%	+$434K	0.1%	105
2025 Q4	$773K	Buy	19,532 +12	+0.1%	+$468	0.06%	125
2025 Q3	$753K	Buy	19,520 +4,974	+34%	+$186K	0.06%	126
2025 Q2	$521K	Hold	14,546	–	–	0.04%	132
2025 Q1	$480K	Hold	14,546	–	–	0.04%	128
2024 Q4	$503K	Hold	14,546	–	–	0.04%	128
2024 Q3	$499K	Hold	14,546	–	–	0.04%	128
2024 Q2	$469K	Hold	14,546	–	–	0.04%	129
2024 Q1	$465K	Hold	14,546	–	–	0.04%	128
2023 Q4	$425K	Hold	14,546	–	–	0.04%	134
2023 Q3	$381K	Hold	14,546	–	–	0.04%	135
2023 Q2	$395K	Hold	14,546	–	–	0.04%	133
2023 Q1	$371K	Hold	14,546	–	–	0.04%	136
2022 Q4	$353K	Hold	14,546	–	–	0.04%	135
2022 Q3	$324K	Hold	14,546	–	–	0.03%	156
2022 Q2	$339K	Hold	14,546	–	–	0.03%	156
2022 Q1	$401K	Hold	14,546	–	–	0.03%	169
2021 Q4	$421K	Buy	+14,546	New	+$410K	0.03%	175

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Washington Trust Advisors's DFAC Position: Q2 2026 in Review

Washington Trust Advisors increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 28% in Q2 2026, buying an estimated $368K and bringing the position to 38,906 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #92.

Washington Trust Advisors first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Washington Trust Advisors held 38,906 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.73M as of Q2 2026.
Washington Trust Advisors bought 8,611 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $368K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.13% of Washington Trust Advisors's portfolio in Q2 2026, its #92 holding.
Washington Trust Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 19 quarters since.
1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.