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 Q2	$3.98M	Buy	76,973 +11,967	+18%	+$599K	0.3%	58
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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Washington Trust Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 18% in Q2 2026, buying an estimated $599K and bringing the position to 76,973 shares worth $3.98M. The position accounts for 0.3% of the portfolio, ranked #58.

Washington Trust Advisors first reported a position in DFAU in Q1 2023 and has held it in 14 quarters since. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Washington Trust Advisors held 76,973 shares of Dimensional US Core Equity Market ETF worth $3.98M as of Q2 2026.
Washington Trust Advisors bought 11,967 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $599K.
Dimensional US Core Equity Market ETF made up 0.3% of Washington Trust Advisors's portfolio in Q2 2026, its #58 holding.
Washington Trust Advisors first reported a position in Dimensional US Core Equity Market ETF in Q1 2023 and has held it in 14 quarters since.
601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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