Washington Trust Bank »

DFA Tax-Managed US Marketwide Value II shares owned by Washington Trust Bank

Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Washington Trust Bank from 13F filings

Historical chart of Washington 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 Washington Trust Bank consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Washington Trust Bank

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 4.5k 44.69
2024-09-30 $220k 5.3k 41.69

More positions owned by Washington Trust Bank

Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Paccar (PCAR)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Ishares Tr Jpmorgan Usd Emg (EMB)
Goldman Sachs (GS)
Mastercard Incorporated Cl A (MA)

View all positions for Washington Trust Bank

Top funds holding DFA Tax-Managed US Marketwide Value II

Mercer Global Advisors
Savant Capital Management
Colony
CI Private Wealth
Northern Trust
Plan
Index Fund Advisors
Creative Planning
HighTower Advisors
Buckingham Strategic Partners
TCI Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wealth Enhancement Advisory Services
HPM Partners
Modera Wealth Management

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