WTA
DFSD

Washington Trust Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Washington Trust Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
24,528
+177
+0.7% +$8.47K 0.09% 106
2026
Q1 		$1.17M Buy
24,351
+4,062
+20% +$195K 0.09% 106
2025
Q4 		$973K Buy
20,289
+250
+1% +$12K 0.07% 116
2025
Q3 		$966K Buy
20,039
+15,010
+298% +$722K 0.07% 118
2025
Q2 		$241K Buy
5,029
+119
+2% +$5.67K 0.02% 186
2025
Q1 		$233K Buy
4,910
+480
+11% +$22.7K 0.02% 183
2024
Q4 		$208K Hold
4,430
– – 0.02% 196
2024
Q3 		$211K Hold
4,430
– – 0.02% 195
2024
Q2 		$208K Buy
+4,430
New +$208K 0.02% 192

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Washington Trust Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.73% in Q2 2026, buying an estimated $8.47K and bringing the position to 24,528 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #106.

Washington Trust Advisors first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Washington Trust Advisors held 24,528 shares of Dimensional Short-Duration Fixed Income ETF worth $1.17M as of Q2 2026.
  • Washington Trust Advisors bought 177 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $8.47K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.09% of Washington Trust Advisors's portfolio in Q2 2026, its #106 holding.
  • Washington Trust Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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