DFA Tax-Managed US Marketwide Value II shares owned by First Western Trust Bank
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by First Western Trust Bank
from 13F filings
Historical chart of First Western Trust 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 First Western Trust Bank consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by First Western Trust Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $461k | 11k | 41.69 |
| 2024-06-30 | $447k | 11k | 39.27 |
| 2024-03-31 | $465k | 11k | 40.90 |
| 2023-12-31 | $500k | 13k | 37.22 |
| 2023-09-30 | $457k | 13k | 34.02 |
| 2023-06-30 | $481k | 14k | 34.50 |
| 2023-03-31 | $735k | 22k | 33.48 |
| 2022-12-31 | $825k | 25k | 33.48 |
| 2022-09-30 | $930k | 31k | 29.62 |
| 2022-06-30 | $1.1M | 36k | 31.58 |
Top funds holding DFA Tax-Managed US Marketwide Value II
View all funds holding DFA Tax-Managed US Marketwide Value II