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Washington Trust Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Washington Trust Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
16,035
+45
+0.3% +$1.16K 0.03% 169
2026
Q1 		$378K Buy
15,990
+18
+0.1% +$433 0.03% 175
2025
Q4 		$366K Buy
15,972
+153
+1% +$3.58K 0.03% 171
2025
Q3 		$377K Buy
+15,819
New +$373K 0.03% 165

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Washington Trust Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.28% in Q2 2026, buying an estimated $1.16K and bringing the position to 16,035 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #169.

Washington Trust Advisors first reported a position in DFAR in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Washington Trust Advisors held 16,035 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $419K as of Q2 2026.
  • Washington Trust Advisors bought 45 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.16K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of Washington Trust Advisors's portfolio in Q2 2026, its #169 holding.
  • Washington Trust Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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