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DFA Tax-Managed US Marketwide Value II shares owned by Banque Pictet & Cie Sa

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Banque Pictet & Cie Sa from 13F filings

Historical chart of Banque Pictet & Cie Sa 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 Banque Pictet & Cie Sa 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 Banque Pictet & Cie Sa

Quarter filed Position value Share count Share price at filing
2023-09-30 $879k 26k 34.02
2023-06-30 $891k 26k 34.50
2023-03-31 $865k 26k 33.48
2022-12-31 $865k 26k 33.48
2022-09-30 $765k 26k 29.61
2022-06-30 $816k 26k 31.60

More positions owned by Banque Pictet & Cie Sa

Tesla Call Call Option (TSLA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
McDonald's Corporation (MCD)
Waste Management (WM)
Texas Instruments Incorporated (TXN)
Msci (MSCI)
Zoetis Cl A (ZTS)
Nvidia Corporation Call Call Option (NVDA)
Meta Platforms Cl A (META)
Apple (AAPL)
Visa Com Cl A (V)

View all positions for Banque Pictet & Cie Sa

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
TCI Wealth Advisors
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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