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

Washington Trust’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
Q1 		$749K Hold
11,993
– – 0.03% 173
2025
Q4 		$714K Hold
11,993
– – 0.02% 170
2025
Q3 		$698K Hold
11,993
– – 0.02% 172
2025
Q2 		$647K Hold
11,993
– – 0.02% 172
2025
Q1 		$618K Hold
11,993
– – 0.02% 168
2024
Q4 		$668K Hold
11,993
– – 0.02% 176
2024
Q3 		$667K Hold
11,993
– – 0.02% 181
2024
Q2 		$622K Buy
+11,993
New +$629K 0.02% 184

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.11B AUM 22.53% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Washington Trust's DFAT Position: Q1 2026 in Review

Washington Trust held its Dimensional US Targeted Value ETF (DFAT) position steady in Q1 2026 at 11,993 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #173.

Washington Trust first reported a position in DFAT in Q2 2024 and has held it in 8 quarters since. 816 funds tracked by Wall St. Rank hold DFAT as of Q1 2026.

  • Washington Trust held 11,993 shares of Dimensional US Targeted Value ETF worth $749K as of Q1 2026.
  • Washington Trust left its Dimensional US Targeted Value ETF share count unchanged in Q1 2026.
  • Dimensional US Targeted Value ETF made up 0.03% of Washington Trust's portfolio in Q1 2026, its #173 holding.
  • Washington Trust first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 816 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.