WT
DFUV icon

Washington Trust’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Washington Trust’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13M Hold
75,104
– – 0.13% 105
2026
Q1 		$3.64M Hold
75,104
– – 0.12% 108
2025
Q4 		$3.5M Hold
75,104
– – 0.11% 110
2025
Q3 		$3.36M Hold
75,104
– – 0.11% 111
2025
Q2 		$3.18M Hold
75,104
– – 0.11% 113
2025
Q1 		$3.1M Hold
75,104
– – 0.12% 111
2024
Q4 		$3.07M Hold
75,104
– – 0.11% 109
2024
Q3 		$3.13M Hold
75,104
– – 0.11% 112
2024
Q2 		$2.95M Buy
75,104
+20,562
+38% +$814K 0.11% 117
2024
Q1 		$2.23M Hold
54,542
– – 0.08% 121
2023
Q4 		$2.03M Hold
54,542
– – 0.08% 123
2023
Q3 		$1.86M Hold
54,542
– – 0.08% 119
2023
Q2 		$1.88M Hold
54,542
– – 0.08% 116
2023
Q1 		$1.83M Hold
54,542
– – 0.08% 115
2022
Q4 		$1.83M Hold
54,542
– – 0.09% 118
2022
Q3 		$1.61M Buy
+54,542
New +$1.77M 0.08% 113

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Washington Trust's DFUV Position: Q2 2026 in Review

Washington Trust held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 75,104 shares worth $4.13M. The position accounts for 0.13% of the portfolio, ranked #105.

Washington Trust first reported a position in DFUV in Q3 2022 and has held it in 16 quarters since. 800 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Washington Trust held 75,104 shares of Dimensional US Marketwide Value ETF worth $4.13M as of Q2 2026.
  • Washington Trust left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 0.13% of Washington Trust's portfolio in Q2 2026, its #105 holding.
  • Washington Trust first reported a position in Dimensional US Marketwide Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 800 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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