Washington Trust Advisors’s U.S. Small Cap Portfolio ETF Class Shares 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Washington Trust Advisors increased its U.S. Small Cap Portfolio ETF Class Shares (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. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

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

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