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

Washington Trust’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	$1.26M	Hold	28,438	–	–	0.04%	139
2026 Q2	$1.26M	Hold	28,438	–	–	0.04%	141
2026 Q1	$1.11M	Hold	28,438	–	–	0.04%	143
2025 Q4	$1.13M	Hold	28,438	–	–	0.04%	143
2025 Q3	$1.1M	Hold	28,438	–	–	0.04%	142
2025 Q2	$1.02M	Hold	28,438	–	–	0.04%	140
2025 Q1	$938K	Hold	28,438	–	–	0.04%	143
2024 Q4	$984K	Hold	28,438	–	–	0.04%	149
2024 Q3	$975K	Hold	28,438	–	–	0.03%	154
2024 Q2	$917K	Buy	28,438 +17,021	+149%	+$537K	0.03%	158
2024 Q1	$365K	Hold	11,417	–	–	0.01%	224
2023 Q4	$334K	Hold	11,417	–	–	0.01%	226
2023 Q3	$299K	Hold	11,417	–	–	0.01%	211
2023 Q2	$310K	Hold	11,417	–	–	0.01%	221
2023 Q1	$291K	Hold	11,417	–	–	0.01%	220
2022 Q4	$277K	Hold	11,417	–	–	0.01%	221
2022 Q3	$254K	Hold	11,417	–	–	0.01%	218
2022 Q2	$266K	Hold	11,417	–	–	0.01%	214
2022 Q1	$315K	Hold	11,417	–	–	0.01%	214
2021 Q4	$331K	Sell	11,417 -14,546	-56%	-$410K	0.01%	210
2021 Q3	$689K	Buy	25,963 +11,417	+78%	+$310K	0.02%	204
2021 Q2	$392K	Buy	+14,546	New	+$387K	0.01%	233

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Washington Trust's DFAC Position: Q3 2026 in Review

Washington Trust held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q3 2026 at 28,438 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #139.

Washington Trust first reported a position in DFAC in Q2 2021 and has held it in 22 quarters since. 723 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Washington Trust held 28,438 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.26M as of Q3 2026.
Washington Trust left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Washington Trust's portfolio in Q3 2026, its #139 holding.
Washington Trust first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 22 quarters since.
723 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.