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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

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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
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

More positions owned by First Western Trust Bank

Stryker Corp Common Stock (SYK)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Russell Mid-cap Etf Exchange Traded Fund (IWR)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Costco Whsl Corp Common Stock (COST)
Oracle Corp Common Stock (ORCL)
Visa Inc Com Cl A Common Stock (V)
Schlumberger Common Stock (SLB)

View all positions for First Western Trust Bank

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Buckingham Asset Management
CI Private Wealth
Plan
HighTower Advisors
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

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