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Washington Trust Bank’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Washington Trust Bank’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$212K Buy
+3,026
New +$202K 0.01% 200
2026
Q1 		– Sell
-3,640
Closed -$217K – 210
2025
Q4 		$217K Buy
+3,640
New +$212K 0.02% 193

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FFM
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IFA
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PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

Washington Trust Bank's DFAT Position: Q2 2026 in Review

Washington Trust Bank opened a new position in Dimensional US Targeted Value ETF (DFAT) in Q2 2026: 3,026 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings. This is a return to the name: Washington Trust Bank previously reported a position in DFAT as recently as Q4 2025.

Washington Trust Bank first reported a position in DFAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $217K in Q4 2025. 860 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Washington Trust Bank held 3,026 shares of Dimensional US Targeted Value ETF worth $212K as of Q2 2026.
  • Dimensional US Targeted Value ETF was a new Washington Trust Bank position in Q2 2026.
  • Dimensional US Targeted Value ETF made up 0.01% of Washington Trust Bank's portfolio in Q2 2026, its #200 holding.
  • Washington Trust Bank first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Washington Trust Bank's Dimensional US Targeted Value ETF position peaked at $217K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.