DFA Tax-Managed US Marketwide Value II shares owned by Wetherby Asset Management
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Wetherby Asset Management
from 13F filings
Historical chart of Wetherby Asset Management 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 Wetherby Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 65k | 44.69 |
| 2025-06-30 | $2.8M | 65k | 42.28 |
| 2024-12-31 | $2.7M | 65k | 40.92 |
| 2024-09-30 | $2.7M | 65k | 41.69 |
| 2024-06-30 | $2.6M | 67k | 39.27 |
| 2024-03-31 | $2.8M | 68k | 40.90 |
| 2023-12-31 | $2.5M | 68k | 37.22 |
| 2023-09-30 | $2.3M | 68k | 34.02 |
| 2023-06-30 | $2.4M | 68k | 34.50 |
| 2023-03-31 | $2.3M | 68k | 33.48 |
| 2022-12-31 | $2.3M | 70k | 33.48 |
| 2022-09-30 | $2.1M | 70k | 29.61 |
| 2022-06-30 | $2.4M | 75k | 31.61 |
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