Washington Trust Bank’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$85.3M	Sell	1,101,962 -13,761	-1%	-$1.12M	5.92%	2
2026 Q2	$91.9M	Sell	1,115,723 -25,481	-2%	-$1.97M	6.42%	2
2026 Q1	$81.2M	Sell	1,141,204 -13,747	-1%	-$1.01M	5.99%	3
2025 Q4	$80.5M	Buy	1,154,951 +5,222	+0.5%	+$360K	5.64%	3
2025 Q3	$78.7M	Buy	1,149,729 +361,707	+46%	+$24.1M	5.77%	2
2025 Q2	$50.2M	Buy	+788,022	New	+$47.2M	4.23%	5

Other funds holding DFAS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

Washington Trust Bank reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 1.2% in Q3 2026, selling an estimated $1.12M and leaving 1,101,962 shares worth $85.3M. The position accounts for 5.92% of the portfolio, ranked #2.

Washington Trust Bank first reported a position in DFAS in Q2 2025 and has held it in 6 quarters since. The position peaked at $91.9M in Q2 2026. 464 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Washington Trust Bank held 1,101,962 shares of U.S. Small Cap Portfolio ETF Class Shares worth $85.3M as of Q3 2026.
Washington Trust Bank sold 13,761 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.12M.
U.S. Small Cap Portfolio ETF Class Shares made up 5.92% of Washington Trust Bank's portfolio in Q3 2026, its #2 holding.
Washington Trust Bank first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
Washington Trust Bank's U.S. Small Cap Portfolio ETF Class Shares position peaked at $91.9M in Q2 2026.
464 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

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