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 Q2	$838K	Hold	11,993	–	–	0.03%	175
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

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

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

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's DFAT Position: Q2 2026 in Review

Washington Trust held its Dimensional US Targeted Value ETF (DFAT) position steady in Q2 2026 at 11,993 shares worth $838K. The position accounts for 0.03% of the portfolio, ranked #175.

Washington Trust first reported a position in DFAT in Q2 2024 and has held it in 9 quarters since. 858 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

Washington Trust held 11,993 shares of Dimensional US Targeted Value ETF worth $838K as of Q2 2026.
Washington Trust left its Dimensional US Targeted Value ETF share count unchanged in Q2 2026.
Dimensional US Targeted Value ETF made up 0.03% of Washington Trust's portfolio in Q2 2026, its #175 holding.
Washington Trust first reported a position in Dimensional US Targeted Value ETF in Q2 2024 and has held it in 9 quarters since.
858 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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