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DFA Tax-Managed US Marketwide Value II shares owned by WoodTrust Financial Corp

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

Historical chart of WoodTrust Financial Corp 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 WoodTrust Financial Corp 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 WoodTrust Financial Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $412k 10k 40.87
2023-12-31 $375k 10k 37.20
2023-09-30 $3.6M 105k 34.02
2023-06-30 $3.6M 105k 34.50
2023-03-31 $3.5M 105k 33.48
2022-12-31 $3.5M 105k 33.48
2022-09-30 $3.1M 105k 29.61
2022-06-30 $3.3M 105k 31.60

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