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DFA Tax-Managed US Marketwide Value II shares owned by Wetherby Asset Management

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wetherby Asset Management from 13F filings

Historical chart of Wetherby Asset Management investment in DFA Tax-Managed US Marketwide Value II

Tip: Access up to 7 years of quarterly data

All positions including DFA Tax-Managed US Marketwide Value II held by Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 68k 37.22
2023-09-30 $2.3M 68k 34.02
2023-06-30 $2.4M 68k 34.50
2023-03-31 $2.3M 68k 33.48
2022-12-31 $2.3M 70k 33.48
2022-09-30 $2.1M 70k 29.61
2022-06-30 $2.4M 75k 31.61

More positions owned by Wetherby Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Call Option (Principal) (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Commercial Metals Company (CMC)

View all positions for Wetherby Asset Management

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
Resource Consulting Group
Creative Planning
Wealth Enhancement Advisory Services
Modera Wealth Management
HPM Partners
Ml & R Wealth Management
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Truepoint
Trust Co of the South

View all funds holding DFA Tax-Managed US Marketwide Value II