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Washington Trust’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Washington Trust’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,712
Closed -$44.9K – 366
2025
Q1 		$44.9K Hold
1,712
– – ﹤0.01% 423
2024
Q4 		$42.6K Hold
1,712
– – ﹤0.01% 467
2024
Q3 		$46.2K Hold
1,712
– – ﹤0.01% 465
2024
Q2 		$43.5K Buy
+1,712
New +$43.8K ﹤0.01% 465
2021
Q4 		– Sell
-3,207
Closed -$83K – 967
2021
Q3 		$83K Buy
+3,207
New +$84.9K ﹤0.01% 431

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Washington Trust's DFAX Position: Q2 2025 in Review

Washington Trust sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q2 2025, closing a stake of 1,712 shares — an estimated $44.9K sold.

Washington Trust first reported a position in DFAX in Q3 2021 and held it in 5 quarters. The position peaked at $83K in Q3 2021. 599 funds tracked by Wall St. Rank hold DFAX as of Q2 2025.

  • Washington Trust reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 1,712 Dimensional World ex US Core Equity 2 ETF shares in Q2 2025, an estimated $44.9K.
  • Washington Trust first reported a position in Dimensional World ex US Core Equity 2 ETF in Q3 2021 and held it in 5 quarters.
  • Washington Trust's Dimensional World ex US Core Equity 2 ETF position peaked at $83K in Q3 2021.
  • 599 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.