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DFA Tax-Managed US Marketwide Value II shares owned by Baker Boyer National Bank

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Baker Boyer National Bank from 13F filings

Historical chart of Baker Boyer National Bank 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 Baker Boyer National Bank 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 Baker Boyer National Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 515k 40.90
2023-12-31 $19M 520k 37.22
2023-09-30 $19M 545k 34.02
2023-06-30 $20M 567k 34.50
2023-03-31 $19M 580k 33.47
2022-12-31 $19M 581k 33.47
2022-09-30 $18M 592k 29.61
2022-06-30 $19M 615k 31.59
2021-06-30 $19M 615k 31.59

More positions owned by Baker Boyer National Bank

Vanguard Tax Exempt Bond Etf Mutual Fund/tx Expt/cef & Etf (VTEB)
Dimensional U.s. Core Equit Y Ii Etf Closed End Fd/eq Cef&etf (DFAC)
Dimensional World Ex Us Core Equity 2 Etf Closed End/intl Eq Cef&etf (DFAX)
Dimensional Us Marketwide Value Etf Closed End Fd/eq Cef&etf (DFUV)
Fidelity Total Bond Etf Closed End Fd/fix Inc Cef&etf (FBND)
Dimensional International Value Etf Closed End/intl Eq Cef&etf (DFIV)
Vanguard Intermediate Term Treasury Etf Closed End Fd/fix Inc Cef&etf (VGIT)
Dimensional Etf Trust Intl Core Etf Closed End Fd/eq Cef&etf (DFAI)
Vanguard Value Etf Closed End Fd/eq Cef&etf (VTV)
Vanguard Ftse Developed Markets Etf Closed End/intl Eq Cef&etf (VEA)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Vanguard Growth Etf Closed End Fd/eq Cef&etf (VUG)
Dimensional U.s. Small Cap Etf Closed End Fd/eq Cef&etf (DFAS)
Dfa Emerging Markets Core Etf Closed End/intl Eq Cef&etf (DFAE)

View all positions for Baker Boyer National Bank

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