WTA
DFSE

Washington Trust Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Washington Trust Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$104K Buy
2,443
+3
+0.1% +$132 0.01% 287
2025
Q4 		$101K Buy
2,440
+17
+0.7% +$703 0.01% 286
2025
Q3 		$99.6K Buy
+2,423
New +$95.7K 0.01% 281

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Washington Trust Advisors's DFSE Position: Q1 2026 in Review

Washington Trust Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.12% in Q1 2026, buying an estimated $132 and bringing the position to 2,443 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #287.

Washington Trust Advisors first reported a position in DFSE in Q3 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Washington Trust Advisors held 2,443 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $104K as of Q1 2026.
  • Washington Trust Advisors bought 3 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $132.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #287 holding.
  • Washington Trust Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.