Washington Trust Advisors’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$148K	Buy	4,362 +2	+0%	+$70	0.01%	249
2025 Q4	$143K	Buy	4,360 +8	+0.2%	+$255	0.01%	248
2025 Q3	$137K	Buy	4,352 +1,145	+36%	+$34.8K	0.01%	253
2025 Q2	$94.2K	Hold	3,207	–	–	0.01%	259
2025 Q1	$84K	Hold	3,207	–	–	0.01%	271
2024 Q4	$79.7K	Hold	3,207	–	–	0.01%	280
2024 Q3	$86.6K	Hold	3,207	–	–	0.01%	274
2024 Q2	$81.5K	Hold	3,207	–	–	0.01%	267
2024 Q1	$81.6K	Hold	3,207	–	–	0.01%	265
2023 Q4	$78.3K	Hold	3,207	–	–	0.01%	265
2023 Q3	$72.2K	Hold	3,207	–	–	0.01%	267
2023 Q2	$74.8K	Hold	3,207	–	–	0.01%	259
2023 Q1	$74K	Hold	3,207	–	–	0.01%	274
2022 Q4	$69.3K	Hold	3,207	–	–	0.01%	280
2022 Q3	$61K	Hold	3,207	–	–	0.01%	356
2022 Q2	$69K	Hold	3,207	–	–	0.01%	352
2022 Q1	$80K	Hold	3,207	–	–	0.01%	372
2021 Q4	$84K	Buy	+3,207	New	+$83.8K	0.01%	390

Other funds holding DFAX

Focus Partners Wealth

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return