WT
DFUS

Washington Trust’s Dimensional US Equity ETF DFUS Stock Holding History

Washington Trust’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-361
Closed -$21.8K – 368
2025
Q1 		$21.8K Hold
361
– – ﹤0.01% 518
2024
Q4 		$23K Hold
361
– – ﹤0.01% 558
2024
Q3 		$22.5K Hold
361
– – ﹤0.01% 565
2024
Q2 		$21.2K Buy
+361
New +$20.5K ﹤0.01% 568
2021
Q4 		– Sell
-5,087
Closed -$240K – 968
2021
Q3 		$240K Hold
5,087
– – 0.01% 283
2021
Q2 		$240K Buy
+5,087
New +$237K 0.01% 279

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Washington Trust's DFUS Position: Q2 2025 in Review

Washington Trust sold out of Dimensional US Equity ETF (DFUS) in Q2 2025, closing a stake of 361 shares — an estimated $21.8K sold.

Washington Trust first reported a position in DFUS in Q2 2021 and held it in 6 quarters. The position peaked at $240K in Q3 2021. 740 funds tracked by Wall St. Rank hold DFUS as of Q2 2025.

  • Washington Trust reported no remaining Dimensional US Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 361 Dimensional US Equity ETF shares in Q2 2025, an estimated $21.8K.
  • Washington Trust first reported a position in Dimensional US Equity ETF in Q2 2021 and held it in 6 quarters.
  • Washington Trust's Dimensional US Equity ETF position peaked at $240K in Q3 2021.
  • 740 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2025.

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