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Washington Trust Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Washington Trust Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$796K Buy
20,125
+49
+0.2% +$1.88K 0.06% 132
2026
Q1 		$717K Buy
20,076
+49
+0.2% +$1.77K 0.06% 134
2025
Q4 		$685K Buy
20,027
+53
+0.3% +$1.77K 0.05% 131
2025
Q3 		$657K Buy
+19,974
New +$639K 0.05% 137

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Washington Trust Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.24% in Q2 2026, buying an estimated $1.88K and bringing the position to 20,125 shares worth $796K. The position accounts for 0.06% of the portfolio, ranked #132.

Washington Trust Advisors first reported a position in DFLV in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Washington Trust Advisors held 20,125 shares of Dimensional US Large Cap Value ETF worth $796K as of Q2 2026.
  • Washington Trust Advisors bought 49 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $1.88K.
  • Dimensional US Large Cap Value ETF made up 0.06% of Washington Trust Advisors's portfolio in Q2 2026, its #132 holding.
  • Washington Trust Advisors first reported a position in Dimensional US Large Cap Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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