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Washington Trust Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Washington Trust Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.59M Buy
19,251
+2,312
+14% +$179K 0.12% 96
2026
Q1 		$1.2M Sell
16,939
-72
-0.4% -$5.28K 0.1% 103
2025
Q4 		$1.19M Sell
17,011
-271
-2% -$18.7K 0.09% 106
2025
Q3 		$1.18M Buy
17,282
+13,023
+306% +$869K 0.09% 107
2025
Q2 		$271K Sell
4,259
-28
-0.7% -$1.68K 0.02% 171
2025
Q1 		$256K Buy
4,287
+63
+1% +$4.05K 0.02% 173
2024
Q4 		$275K Buy
4,224
+190
+5% +$12.7K 0.02% 169
2024
Q3 		$262K Hold
4,034
– – 0.02% 179
2024
Q2 		$242K Buy
4,034
+2,144
+113% +$129K 0.02% 179
2024
Q1 		$118K Buy
1,890
+2
+0.1% +$118 0.01% 236
2023
Q4 		$113K Sell
1,888
-381
-17% -$20.4K 0.01% 238
2023
Q3 		$119K Buy
2,269
+2,097
+1,219% +$116K 0.01% 221
2023
Q2 		$9.43K Sell
172
-1,990
-92% -$104K ﹤0.01% 468
2023
Q1 		$114K Buy
+2,162
New +$117K 0.01% 228
2022
Q4 		– Sell
-2,000
Closed -$93K – 810
2022
Q3 		$93K Buy
+2,000
New +$102K 0.01% 288

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Washington Trust Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 14% in Q2 2026, buying an estimated $179K and bringing the position to 19,251 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #96.

Washington Trust Advisors first reported a position in DFAS in Q3 2022 and has held it in 15 quarters since. 908 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Washington Trust Advisors held 19,251 shares of Dimensional US Small Cap ETF worth $1.59M as of Q2 2026.
  • Washington Trust Advisors bought 2,312 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $179K.
  • Dimensional US Small Cap ETF made up 0.12% of Washington Trust Advisors's portfolio in Q2 2026, its #96 holding.
  • Washington Trust Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2022 and has held it in 15 quarters since.
  • 908 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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