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Washington Trust Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Washington Trust Advisors’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Sell
4,139
-111
-3% -$7.05K 0.02% 200
2025
Q4 		$253K Buy
4,250
+14
+0.3% +$817 0.02% 200
2025
Q3 		$247K Buy
+4,236
New +$241K 0.02% 205

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Washington Trust Advisors's DFAT Position: Q1 2026 in Review

Washington Trust Advisors reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.6% in Q1 2026, selling an estimated $7.05K and leaving 4,139 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #200.

Washington Trust Advisors first reported a position in DFAT in Q3 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Washington Trust Advisors held 4,139 shares of Dimensional US Targeted Value ETF worth $258K as of Q1 2026.
  • Washington Trust Advisors sold 111 Dimensional US Targeted Value ETF shares in Q1 2026, an estimated $7.05K.
  • Dimensional US Targeted Value ETF made up 0.02% of Washington Trust Advisors's portfolio in Q1 2026, its #200 holding.
  • Washington Trust Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and has held it in 3 quarters since.
  • 817 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.