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

Washington Trust Bank’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 		$368K Sell
6,686
-48
-0.7% -$2.52K 0.03% 167
2026
Q1 		$326K Buy
6,734
+976
+17% +$47.9K 0.02% 169
2025
Q4 		$268K Buy
5,758
+1,220
+27% +$55.3K 0.02% 184
2025
Q3 		$203K Buy
+4,538
New +$198K 0.01% 197
2024
Q4 		– Sell
-5,271
Closed -$220K – 219
2024
Q3 		$220K Buy
+5,271
New +$213K 0.02% 202

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

Washington Trust Bank reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.71% in Q2 2026, selling an estimated $2.52K and leaving 6,686 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #167.

Washington Trust Bank first reported a position in DFUV in Q3 2024 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Washington Trust Bank held 6,686 shares of Dimensional US Marketwide Value ETF worth $368K as of Q2 2026.
  • Washington Trust Bank sold 48 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $2.52K.
  • Dimensional US Marketwide Value ETF made up 0.03% of Washington Trust Bank's portfolio in Q2 2026, its #167 holding.
  • Washington Trust Bank first reported a position in Dimensional US Marketwide Value ETF in Q3 2024 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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