Washington Trust Advisors’s U.S. Targeted Value Portfolio ETF Class Shares 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 Q2	$290K	Buy	4,150 +11	+0.3%	+$735	0.02%	196
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $2.52B AUM 26.26% 1-Year Est. Return

PFA

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

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

Washington Trust Advisors increased its U.S. Targeted Value Portfolio ETF Class Shares (DFAT) stake by 0.27% in Q2 2026, buying an estimated $735 and bringing the position to 4,150 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #196.

Washington Trust Advisors first reported a position in DFAT in Q3 2025 and has held it in 4 quarters since. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Washington Trust Advisors held 4,150 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $290K as of Q2 2026.
Washington Trust Advisors bought 11 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $735.
U.S. Targeted Value Portfolio ETF Class Shares made up 0.02% of Washington Trust Advisors's portfolio in Q2 2026, its #196 holding.
Washington Trust Advisors first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
861 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

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