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DFA Tax-Managed US Marketwide Value II shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services 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 Cypress Wealth Services 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 62k 40.90
2023-12-31 $2.3M 62k 37.22
2023-09-30 $2.2M 66k 34.02
2023-06-30 $2.4M 70k 34.91
2023-03-31 $2.4M 71k 33.48
2022-12-31 $2.4M 73k 33.48
2022-09-30 $2.3M 74k 30.69
2022-06-30 $2.3M 74k 31.61