WTA
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Washington Trust Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Washington Trust Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.39M Buy
70,656
+1,215
+2% +$42.5K 0.19% 73
2025
Q4 		$2.26M Sell
69,441
-1,021
-1% -$32.9K 0.17% 76
2025
Q3 		$2.22M Buy
70,462
+66,766
+1,806% +$2.01M 0.17% 75
2025
Q2 		$107K Sell
3,696
-1,074
-23% -$28.8K 0.01% 252
2025
Q1 		$123K Buy
4,770
+690
+17% +$17.9K 0.01% 234
2024
Q4 		$104K Hold
4,080
– – 0.01% 256
2024
Q3 		$112K Buy
4,080
+968
+31% +$25.2K 0.01% 252
2024
Q2 		$80.5K Buy
3,112
+2,228
+252% +$56.5K 0.01% 269
2024
Q1 		$21.9K Buy
884
+8
+0.9% +$192 ﹤0.01% 393
2023
Q4 		$21.1K Buy
876
+28
+3% +$640 ﹤0.01% 396
2023
Q3 		$19.1K Buy
848
+678
+399% +$16K ﹤0.01% 399
2023
Q2 		$3.99K Buy
170
+94
+124% +$2.17K ﹤0.01% 574
2023
Q1 		$1.75K Buy
+76
New +$1.75K ﹤0.01% 733
2022
Q3 		– Sell
-3,000
Closed -$69K – 908
2022
Q2 		$69K Buy
+3,000
New +$73.5K 0.01% 351

Other funds holding DFAE

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return