DFA Tax-Managed US Marketwide Value II shares owned by Pictet North America Advisors SA
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Pictet North America Advisors SA
from 13F filings
Historical chart of Pictet North America Advisors SA investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Pictet North America Advisors SA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 26k | 41.69 |
| 2024-06-30 | $1.0M | 26k | 39.27 |
| 2024-03-31 | $1.1M | 26k | 40.90 |
| 2023-12-31 | $961k | 26k | 37.22 |
| 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 |
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