DFA Tax-Managed US Marketwide Value II shares owned by Addison Advisors
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Addison Advisors
from 13F filings
Historical chart of Addison Advisors 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 Addison Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 271k | 44.69 |
| 2025-06-30 | $12M | 279k | 42.28 |
| 2025-03-31 | $13M | 306k | 41.21 |
| 2024-12-31 | $12M | 297k | 40.92 |
| 2024-09-30 | $12M | 288k | 41.69 |
| 2024-06-30 | $9.7M | 248k | 39.27 |
| 2024-03-31 | $9.0M | 220k | 40.90 |
| 2023-12-31 | $7.8M | 209k | 37.22 |
| 2023-09-30 | $6.8M | 199k | 34.02 |
| 2023-06-30 | $6.0M | 175k | 34.50 |
| 2023-03-31 | $5.0M | 148k | 33.48 |
| 2022-12-31 | $4.7M | 139k | 33.48 |
| 2022-09-30 | $2.8M | 96k | 29.61 |
| 2022-06-30 | $625k | 20k | 31.61 |
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