DFA Tax-Managed US Marketwide Value II shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in DFA Tax-Managed US Marketwide Value II
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Quarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $404k | 9.0k | 44.69 |
| 2025-06-30 | $392k | 9.3k | 42.28 |
| 2025-03-31 | $408k | 9.9k | 41.21 |
| 2024-12-31 | $405k | 9.9k | 40.92 |
| 2024-09-30 | $413k | 9.9k | 41.69 |
| 2024-06-30 | $389k | 9.9k | 39.27 |
| 2024-03-31 | $405k | 9.9k | 40.90 |
| 2023-12-31 | $368k | 9.9k | 37.22 |
| 2023-09-30 | $337k | 9.9k | 34.02 |
| 2023-06-30 | $341k | 9.9k | 34.50 |
| 2023-03-31 | $331k | 9.9k | 33.48 |
| 2022-12-31 | $617k | 18k | 33.48 |
| 2022-09-30 | $683k | 23k | 29.59 |
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