DFA Tax-Managed US Marketwide Value II shares owned by Center for Financial Planning
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in DFA Tax-Managed US Marketwide Value II
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All positions including DFA Tax-Managed US Marketwide Value II held by Center for 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 Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $541k | 13k | 40.90 |
| 2023-12-31 | $492k | 13k | 37.22 |
| 2023-09-30 | $450k | 13k | 34.02 |
| 2023-06-30 | $456k | 13k | 34.50 |
| 2023-03-31 | $443k | 13k | 33.48 |
| 2022-12-31 | $443k | 13k | 33.48 |
| 2022-09-30 | $391k | 13k | 29.59 |
| 2022-06-30 | $418k | 13k | 31.63 |
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Top funds holding DFA Tax-Managed US Marketwide Value II
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