DFA Tax-Managed US Marketwide Value II shares owned by Washington Trust Company
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Washington Trust Company
from 13F filings
Historical chart of Washington Trust Company investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Washington Trust Company 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 Washington Trust Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.1M | 75k | 41.69 |
| 2024-06-30 | $2.9M | 75k | 39.27 |
| 2024-03-31 | $2.2M | 55k | 40.90 |
| 2023-12-31 | $2.0M | 55k | 37.22 |
| 2023-09-30 | $1.9M | 55k | 34.02 |
| 2023-06-30 | $1.9M | 55k | 34.50 |
| 2023-03-31 | $1.8M | 55k | 33.48 |
| 2022-12-31 | $1.8M | 55k | 33.48 |
| 2022-09-30 | $1.6M | 55k | 29.61 |
More positions owned by Washington Trust Company
Home Depot (HD)
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