Washington Trust Bank’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Washington Trust Bank’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$575K	Sell	12,935 -50	-0.4%	-$2.25K	0.04%	133
2026 Q2	$576K	Sell	12,985 -424	-3%	-$18.1K	0.04%	130
2026 Q1	$521K	Sell	13,409 -601	-4%	-$24.2K	0.04%	134
2025 Q4	$555K	Buy	14,010 +4,911	+54%	+$192K	0.04%	133
2025 Q3	$351K	Hold	9,099	–	–	0.03%	165
2025 Q2	$326K	Sell	9,099 -26	-0.3%	-$867	0.03%	169
2025 Q1	$301K	Buy	+9,125	New	+$317K	0.03%	166

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Washington Trust Bank's DFAC Position: Q3 2026 in Review

Washington Trust Bank reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.39% in Q3 2026, selling an estimated $2.25K and leaving 12,935 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #133.

Washington Trust Bank first reported a position in DFAC in Q1 2025 and has held it in 7 quarters since. The position peaked at $576K in Q2 2026. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Washington Trust Bank held 12,935 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $575K as of Q3 2026.
Washington Trust Bank sold 50 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.25K.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Washington Trust Bank's portfolio in Q3 2026, its #133 holding.
Washington Trust Bank first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
Washington Trust Bank's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $576K in Q2 2026.
1,005 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Washington Trust Bank's 13F filing for Q3 2026, filed 3 Nov 2026.