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DFA Tax-Managed US Marketwide Value II shares owned by Capital Financial Planning

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

Historical chart of Capital Financial Planning 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 Capital Financial Planning 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 Capital Financial Planning

Quarter filed	Position value	Share count	Share price at filing
2023-09-30	$417k	12k	34.02
2023-06-30	$423k	12k	34.50
2023-03-31	$713k	21k	33.48
2022-12-31	$713k	21k	33.48
2022-09-30	$630k	21k	29.63
2022-06-30	$671k	21k	31.62

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Top funds holding DFA Tax-Managed US Marketwide Value II

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