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

Washington Trust’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 Q2	$528K	Hold	6,410	–	–	0.02%	212
2026 Q1	$456K	Hold	6,410	–	–	0.02%	214
2025 Q4	$447K	Hold	6,410	–	–	0.01%	206
2025 Q3	$439K	Sell	6,410 -415	-6%	-$27.7K	0.01%	211
2025 Q2	$435K	Buy	6,825 +415	+6%	+$24.9K	0.02%	201
2025 Q1	$383K	Hold	6,410	–	–	0.01%	207
2024 Q4	$417K	Hold	6,410	–	–	0.02%	205
2024 Q3	$416K	Hold	6,410	–	–	0.01%	217
2024 Q2	$385K	Buy	+6,410	New	+$386K	0.01%	220

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Washington Trust's DFAS Position: Q2 2026 in Review

Washington Trust held its U.S. Small Cap Portfolio ETF Class Shares (DFAS) position steady in Q2 2026 at 6,410 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #212.

Washington Trust first reported a position in DFAS in Q2 2024 and has held it in 9 quarters since. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Washington Trust held 6,410 shares of U.S. Small Cap Portfolio ETF Class Shares worth $528K as of Q2 2026.
Washington Trust left its U.S. Small Cap Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Small Cap Portfolio ETF Class Shares made up 0.02% of Washington Trust's portfolio in Q2 2026, its #212 holding.
Washington Trust first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.