DFA Tax-Managed US Marketwide Value II shares owned by Washington Trust Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Washington Trust Advisors
from 13F filings
Historical chart of Washington Trust Advisors 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 Washington Trust Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $609k | 14k | 44.69 |
| 2025-06-30 | $274k | 6.5k | 42.28 |
| 2025-03-31 | $267k | 6.5k | 41.21 |
| 2024-12-31 | $265k | 6.5k | 40.92 |
| 2024-09-30 | $270k | 6.5k | 41.69 |
| 2024-06-30 | $254k | 6.5k | 39.27 |
| 2024-03-31 | $265k | 6.5k | 40.90 |
| 2023-12-31 | $241k | 6.5k | 37.22 |
| 2023-09-30 | $220k | 6.5k | 34.02 |
| 2023-06-30 | $223k | 6.5k | 34.50 |
| 2023-03-31 | $217k | 6.5k | 33.48 |
| 2022-12-31 | $217k | 6.5k | 33.48 |
| 2022-09-30 | $192k | 6.5k | 29.68 |
| 2022-06-30 | $204k | 6.5k | 31.54 |
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