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DFA Tax-Managed US Marketwide Value II shares owned by Bridgewater Advisors

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

Historical chart of Bridgewater Advisors 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 Bridgewater Advisors 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 Bridgewater Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $10M 254k 40.90
2023-12-31 $9.5M 255k 37.22
2023-09-30 $8.7M 255k 34.02
2023-06-30 $8.8M 254k 34.50
2023-03-31 $8.5M 255k 33.48
2022-12-31 $8.6M 256k 33.48
2022-09-30 $7.6M 258k 29.61
2022-06-30 $7.0M 222k 31.60