Washington Trust Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$636K	Sell	11,554 -44	-0.4%	-$2.31K	0.05%	145
2026 Q1	$562K	Sell	11,598 -63	-0.5%	-$3.09K	0.05%	145
2025 Q4	$543K	Sell	11,661 -1,957	-14%	-$88.8K	0.04%	141
2025 Q3	$609K	Buy	13,618 +7,150	+111%	+$311K	0.05%	142
2025 Q2	$273K	Hold	6,468	–	–	0.02%	170
2025 Q1	$267K	Hold	6,468	–	–	0.02%	170
2024 Q4	$265K	Hold	6,468	–	–	0.02%	171
2024 Q3	$270K	Hold	6,468	–	–	0.02%	177
2024 Q2	$254K	Hold	6,468	–	–	0.02%	172
2024 Q1	$265K	Hold	6,468	–	–	0.02%	170
2023 Q4	$241K	Hold	6,468	–	–	0.02%	173
2023 Q3	$220K	Hold	6,468	–	–	0.02%	177
2023 Q2	$223K	Hold	6,468	–	–	0.02%	174
2023 Q1	$217K	Hold	6,468	–	–	0.02%	176
2022 Q4	$217K	Hold	6,468	–	–	0.02%	178
2022 Q3	$192K	Hold	6,468	–	–	0.02%	208
2022 Q2	$204K	Buy	+6,468	New	+$215K	0.02%	208

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Washington Trust Advisors reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.38% in Q2 2026, selling an estimated $2.31K and leaving 11,554 shares worth $636K. The position accounts for 0.05% of the portfolio, ranked #145.

Washington Trust Advisors first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 803 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Washington Trust Advisors held 11,554 shares of Dimensional US Marketwide Value ETF worth $636K as of Q2 2026.
Washington Trust Advisors sold 44 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.31K.
Dimensional US Marketwide Value ETF made up 0.05% of Washington Trust Advisors's portfolio in Q2 2026, its #145 holding.
Washington Trust Advisors first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
803 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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