Washington Trust Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Washington Trust Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.93M	Buy	65,006 +2,782	+4%	+$131K	0.24%	65
2025 Q4	$2.91M	Buy	62,224 +2,269	+4%	+$105K	0.22%	64
2025 Q3	$2.74M	Buy	59,955 +28,178	+89%	+$1.24M	0.21%	66
2025 Q2	$1.35M	Sell	31,777 -3,215	-9%	-$126K	0.11%	86
2025 Q1	$1.35M	Buy	34,992 +6,265	+22%	+$254K	0.12%	84
2024 Q4	$1.16M	Hold	28,727	–	–	0.1%	96
2024 Q3	$1.14M	Hold	28,727	–	–	0.1%	93
2024 Q2	$1.08M	Buy	28,727 +28,262	+6,078%	+$1.03M	0.1%	89
2024 Q1	$17K	Hold	465	–	–	﹤0.01%	416
2023 Q4	$15.5K	Hold	465	–	–	﹤0.01%	424
2023 Q3	$13.9K	Hold	465	–	–	﹤0.01%	424
2023 Q2	$14.4K	Buy	465 +227	+95%	+$6.66K	﹤0.01%	414
2023 Q1	$6.85K	Buy	+238	New	+$6.73K	﹤0.01%	555

Other funds holding DFAU

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Mars Jewett Financial Group Bellevue, Washington $316M AUM