Washington Trust Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$231K	Buy	4,653 +139	+3%	+$7.06K	0.02%	211
2026 Q2	$235K	Buy	4,514 +939	+26%	+$48.9K	0.02%	222
2026 Q1	$185K	Hold	3,575	–	–	0.02%	229
2025 Q4	$185K	Buy	3,575 +114	+3%	+$6.02K	0.01%	230
2025 Q3	$184K	Buy	+3,461	New	+$182K	0.01%	228

Other funds holding DFSB

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Washington Trust Advisors's DFSB Position: Q3 2026 in Review

Washington Trust Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 3.1% in Q3 2026, buying an estimated $7.06K and bringing the position to 4,653 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #211.

Washington Trust Advisors first reported a position in DFSB in Q3 2025 and has held it in 5 quarters since. The position peaked at $235K in Q2 2026. 39 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Washington Trust Advisors held 4,653 shares of Dimensional Global Sustainability Fixed Income ETF worth $231K as of Q3 2026.
Washington Trust Advisors bought 139 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $7.06K.
Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Washington Trust Advisors's portfolio in Q3 2026, its #211 holding.
Washington Trust Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Washington Trust Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $235K in Q2 2026.
39 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Washington Trust Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.